OUR CORE
VALUES
At Stratos, we have 5 Core Values:
People First, Empower Entrepreneurs, Positive Can-Do Attitude, Embrace Collaboration, Do The Right Thing
People First
Putting People First is at the core of everything we do. Our singular focus is to meet the needs of our advisors and clients on a daily basis. We have a saying here at Stratos - "Our advisors don't work for us, we work for them."
Empower Entrepreneurs
The entrepreneurial spirit is in our DNA. It's why we exist. And to this day, we continue to provide advisors with the resources and tools to help them become better entrepreneurs and leaders.
Positive Can-Do Attitude
We believe that facing challenges brings out our best -- our best thinking, our best problem-solving skills, our best teamwork. We are not intimidated by a challenge; we are inspired by it.
Embrace Collaboration
Two heads are better than one. Ten are better than two. We believe that when we work as a team, we can achieve our loftiest goals.
Do The Right Thing
Be honest. Be fair. Be forthright. In our view, there’s no other way to conduct business.
What Advisors Say
Greg David
Lexington, SC
“From the beginning of my time with Stratos, Jeff Concepcion and his team at the home office have been true partners in my business. Their willingness to help and the sincerity shown, has never waivered. Stratos goes above and beyond in order to try to provide everything that I need for my business and my clients. The Stratos staff really does make the difference.”
Nina Hajjar
San Diego, CA
“There’s an old adage; ‘Surround yourself with people that are smarter than you.’ This couldn’t be more true and helpful to me in my career. When I joined Stratos in 2011, I was a young entrepreneur looking to join a firm that could provide comradery and resources to help me scale and grow my practice. Stratos exceeded my expectations in terms of resources, but even more so by the culture and company they created. Each advisor, back office staff, or even leadership, truly takes the time to help one another. By being a part of this best in class firm, with great culture, I am now not only a better advisor, but a better business owner, partner, and overall person.”+