5050 Poplar Avenue
Suite 1103
Memphis, TN 38157
Stringer Asset Management
- Phone: 901-800-2956
- Fax: 901-800-2976
5050 Poplar Avenue
Suite 1103
Memphis, TN 38157
This is the same article I put out every year in November as the holidays approach. Every year I...
Mr. Stringer serves as the President and Chief Investment Officer for Stringer Asset Management, LLC (“SAM”). Mr. Stringer co-founded SAM in February 2013. Prior to forming SAM, Mr. Stringer was a Managing Director at Morgan Keegan and Company, Inc. where he served as the Director of Investments for Morgan Keegan’s Wealth Management Services division. In this position, Mr. Stringer chaired the Investment Strategy Committee, which set the firm’s asset allocation models and managed discretionary portfolios. Mr. Stringer holds a Bachelor of Science degree in Marketing from the University of Maryland as well as the Chartered Financial Analyst (CFA) and Accredited Investment Fiduciary (AIF) designations. In addition, he holds the Certified Investment Management Analyst® (CIMA®) and has completed the Securities Industry Institute sponsored by the Securities Industry and Financial Markets Association and the Wharton School. He is a member of the CFA Society of Memphis and the Investment Management Consultants Association. Mr. Stringer lives in Memphis and enjoys traveling as much as possible.
Mrs. Escue serves as a Senior Portfolio Manager for Stringer Asset Management, LLC (“SAM”). Mrs. Escue co-founded SAM in February 2013. Prior to forming SAM, Mrs. Escue was a Senior Vice President and Senior Due Diligence Specialist at Morgan Keegan and Company, Inc. In her role as a research analyst she assessed mutual funds and separately managed accounts for retail and institutional clients. She was also a member of the Investment Strategy Committee, which set the firm’s asset allocation models and managed discretionary portfolios. Mrs. Escue received both her Bachelor of Business Administration and Master of Business Administration degrees from the University of Memphis. She holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Memphis.
Mr. Keller serves as the Chief Operating Officer and Chief Compliance Officer for Stringer Asset Management, LLC (“SAM”). Mr. Keller co-founded SAM in February 2013. Prior to forming SAM, Mr. Keller was a First Vice President and Senior Investment Specialist in the Wealth Management Services division of Morgan Keegan and Company, Inc. In this role, Mr. Keller worked with investment and economic data on a daily basis and was responsible for the quantitative risk characteristics of several of the firm’s discretionary models. He also wrote many client-facing papers on market and investment topics. Mr. Keller earned a Bachelor of Arts degree in Economics from the University of Tennessee and a Master of Business Administration from the University of Memphis. Additionally, Mr. Keller holds the Certified Financial Planner? (CFP®) and the Certified Investment Management Analyst® (CIMA®) designations. He is a member of the Investment Management Consultants Association. Mr. Keller lives in Memphis with his wife, Catherine.
Mr. Bernstein serves as the Sales and Marketing Director for Stringer Asset Management, LLC (“SAM”). Mr. Bernstein co-founded SAM in February 2013. Prior to forming SAM, Mr. Bernstein was a Senior Vice President and the Director of Sales and Consulting at Morgan Keegan and Company, Inc. He also served as a Wealth Management Consultant to financial advisors across the firm. His responsibilities included the management of the Retail Sales and Consulting team that was focused on effective communication, objective consulting and best practice training. He is an accomplished and dynamic presenter with extensive experience in communication, project management, process creation and operations management. He has been recognized with the Prudential Marketing and Customer Management Award for Excellence. Mr. Bernstein earned a Bachelor of Science degree in Business Administration and Finance from Brooklyn College and holds the Certified Investment Management Analyst® (CIMA®) designation. Living in Katy, Texas, he is married with three children and is a valued resource in his community for his dedication and work in youth sports.
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By Gary Stringer, Kim Escue and Chad Keller,Stringer Asset Management
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Want to take your portfolio to the next level? Consider using alterative ETFS to generate...
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By Gary Stringer, Kim Escue and Chad Keller, Stringer Asset Management
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Important Risk Disclosure
Investing involves risk including the risk of loss of principal.
ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.
This communication is not intended to be an investment recommendation or investment advice and should not be relied upon as such.
The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors. S&P®, SPDR®, S&P 500®,US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.
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Before investing, consider the funds’ investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus, which contains this and other information, call 1.866.787.2257 or visit www.ssga.com. Read it carefully.
None of State Street Corporation, State Street Global Advisors, SSGA Funds Management, Inc. or any of their affiliates or subsidiaries (“State Street”) are affiliated with Vettafi ETF Strategist. However, State Street may enter into, and may have entered into, certain marketing arrangements with Vettafi ETF Strategist, including arrangements relating to SPDR® ETFs. State Street does not endorse Vettafi ETF Strategist and disclaims any liability associated with Vettafi ETF Strategist.
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Not FDIC Insured – No Bank Guarantee – May Lose Value
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