Fundamentum, LLC
Stratos Investment Management, LLC (formerly Fundamentum, LLC) is an Ohio-based registered investment adviser, part of the Stratos Wealth Partners network. Headquartered in Beachwood, Ohio, the firm provides investment management, portfolio consulting, and advisory services to individuals, high-net-worth investors, and institutional clients across the United States. Stratos Investment Management, LLC was established in 2017 (originally as Fundamentum, LLC), rebranding in 2023, and is staffed as part of a national network serving diverse client needs.
Investment Strategy
Stratos Investment Management, LLC focuses on comprehensive, client-centric investment advisory services utilizing a range of equity, fixed income, and alternative strategies tailored to individual risk tolerance, investment goals, and financial needs. The firm emphasizes diversification, disciplined research, and a collaborative approach, managing portfolios both in-house and through open-architecture investment models. Advisors are empowered to customize portfolios while leveraging Stratos's centralized research and technology platforms.
Top Holdings
Equity Positions (353)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | ISHARES TR | 5.96% | $130.2M | 963,792 | $107.95 | $135.04 | +$9.7M |
D DFAC | DIMENSIONAL ETF TRUST | 5.81% | $126.8M | 3,537,788 | $33.36 | $35.84 | +$17.4M |
S SMTH | ALPS ETF TR | 3.89% | $85.0M | 3,288,789 | $25.95 | $25.85 | +$16.4M |
D DGRW | WISDOMTREE TR | 3.35% | $73.3M | 874,834 | $63.80 | $83.74 | +$2.6M |
R RECS | COLUMBIA ETF TR I | 3.33% | $72.8M | 1,978,098 | $34.02 | $36.79 | +$9.8M |