Investment Disclaimer

Content on Stratum Intelligence describes our firm, The Stratum Atlas, and our strategy. It is general information, not a recommendation tailored to your personal financial situation.

You should consult your own tax, legal, and financial advisors before making investment decisions.

Investing in securities involves risk, including possible loss of your entire investment. The Stratum Gatekeeper Portfolio is a concentrated equity strategy. It can be more volatile than a diversified fund or index.

Past performance, whether actual or hypothetical, does not guarantee future results.

Nothing on this site is an offer to sell or a solicitation to buy any security in any jurisdiction where such offer or solicitation would be unlawful.

Managed account services are offered only to eligible investors through a separate agreement after registration and onboarding requirements are met.

Client assets are held at Interactive Brokers LLC. Stratum Capital Management LLC does not hold client cash or securities.

The Stratum Atlas may discuss expectations about industries, buildouts, or company prospects. These statements involve uncertainty. Actual results may differ materially.

Questions: sma@stratumcapital.com