Stringer Asset Management
Stringer Asset Management is a Memphis-based risk-managed investment firm offering six multi-asset strategies built on a proprietary Cash Indicator and three-layered risk framework, now operating as a retained team and brand within Shelton Capital Management following its December 2025 acquisition.
- Company typePrivate
- Founded2013
- HeadquartersMemphis, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Stringer Asset Management does
Stringer Asset Management, LLC is a Memphis-based investment management firm founded in February 2013 by four former Morgan Keegan executives — Gary Stringer (President/CIO), Kim Escue (Senior Portfolio Manager), Chad Keller (COO/CCO), and Jonathan Bernstein (Sales & Marketing). The firm specializes in risk-managed, multi-asset portfolios built on a three-layered framework combining behavioral finance, modern portfolio theory, and tactical asset allocation, with a proprietary Cash Indicator that dynamically signals elevated cash positions (25% or 50%) during high-risk periods. The product suite comprises six strategies ranging from 100% equity Growth to 20/80 Income, plus a 100% Tactical Opportunities sleeve, all implemented primarily through ETFs for diversification and cost control.
The firm generates revenue through AUM-based management fees on separately managed accounts, mutual funds, ETF model portfolios, and 401(k) solutions, distributed via a sales-led go-to-market targeting wealth managers, retirement plan sponsors, individual investors, and institutional clients. As of December 2025 the firm managed approximately $650 million in assets and was acquired by Shelton Capital Management, with the entire team and strategies retained and re-branded as Stringer Risk Managed Strategies within Shelton's SMA, ETF model, mutual fund, and retirement plan distribution platform. The firm now operates as a brand and investment team inside Shelton Capital Management rather than as an independent entity.
Stringer Asset Management firmographics
Firmographics- Name
- Stringer Asset Management
- Legal name
- Stringer Asset Management, LLC
- Website
- https://stringeram.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Acquired
- Headcount range
- 1–10 employees
- Short description
- Stringer Asset Management is a Memphis-based risk-managed investment firm offering six multi-asset strategies built on a proprietary Cash Indicator and three-layered risk framework, now operating as a retained team and brand within Shelton Capital Management following its December 2025 acquisition.
- Ownership category
- akta.pro rank
Stringer Asset Management industry classification
Industry- Product category
- Investment Management
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Target-Risk / Risk-Profile Model Portfolios (FSAAAJAD)
- akta.pro secondary industry
- Systematic Portfolio Construction & Risk Control (Risk Parity, Vol Target, Dynamic Allocation) (FSAHAEAJ)
Keywords
Where Stringer Asset Management is headquartered
LocationHeadquarters
- HQ city
- Memphis
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Stringer Asset Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Investment Management Fees: Assets under management (AUM) based fees collected from separately managed accounts, mutual funds, and ETF model portfolios
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Separately managed accounts with various equity/fixed income allocation targets |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels7 records
Stringer Asset Management product offering
Product offeringCore offering
Stringer Asset Management provides six risk-managed investment strategies spanning Growth (100% equity) through Income (20/80 equity/fixed income), delivered through Separately Managed Accounts, ETF Model Portfolios, and Mutual Funds. Portfolios are built using a three-layered risk management process that combines proprietary capital market expectations, dynamic tactical asset allocation overlays, and a proprietary Cash Indicator system that signals periods to raise cash to 25% or 50% of the portfolio to reduce volatility risk.
Product overview
Stringer Asset Management offers a suite of six risk-managed investment strategies designed for different investor profiles, from aggressive growth (100% equity) to conservative income (80% fixed income). These strategies are part of Shelton Capital Management's Separately Managed Accounts (SMAs) platform. The core philosophy combines strategic asset allocation, dynamic tactical allocation, and proprietary risk management tools including the Cash Indicator, Recession Tracker, and monthly Dashboard. The investment approach utilizes exchange-traded funds (ETFs) for diversification, specificity, and cost control, incorporating behavioral finance and modern portfolio theory through a three-layered risk management process.
Differentiator
Problem solved
Functional benefit
Products and services
- Stringer Risk Managed Growth Strategy A core risk-managed portfolio designed to provide long-term growth of capital for equity investors with a 100% equity allocation target. It employs the firm's risk-first approach with strategic and dynamic tactical allocation overlays plus the Cash Indicator for downside risk management. Delivered as part of Shelton Capital Management's Separately Managed Accounts (SMAs) and model portfolio platform.
- Stringer Risk Managed Moderate Growth Strategy A core risk-managed portfolio with a 65% equity / 35% fixed income allocation target designed for investors seeking long-term capital growth with moderate risk reduction. Uses strategic allocation, dynamic tactical sleeve, and the Cash Indicator for risk management within Shelton Capital Management's SMA and model platform.
- Stringer Risk Managed Conservative Growth Strategy A core risk-managed portfolio with a 50% equity / 50% fixed income allocation target for investors seeking balanced long-term growth. Uses strategic allocation, dynamic tactical sleeve, and the Cash Indicator within Shelton Capital Management's SMA and model platform.
- Stringer Risk Managed Income With Growth Strategy A core risk-managed portfolio with a 35% equity / 65% fixed income allocation target for fixed income investors seeking some equity market participation. Uses strategic allocation, dynamic tactical sleeve, and the Cash Indicator within Shelton Capital Management's SMA and model platform.
- Stringer Risk Managed Income Strategy A core risk-managed portfolio with a 20% equity / 80% fixed income allocation target for fixed income investors seeking current income with some equity market participation. Uses strategic allocation, dynamic tactical sleeve, and the Cash Indicator within Shelton Capital Management's SMA and model platform.
- Stringer Risk Managed Tactical Opportunities Strategy A 100% equity strategy designed to provide growth of capital for investors seeking to take advantage of nearer-term (6-18 month) opportunities in equity markets. Uses a dynamic tactical solution with the Cash Indicator for risk management within Shelton Capital Management's SMA and model platform.
- Stringer Mutual Funds Mutual fund vehicles packaging the Stringer Risk Managed strategies, enabling retail and institutional investors to access the risk-managed investment approach through traditional pooled fund structures.
- Shelton Retirement Plan Services (401(k) Solutions) Concierge-level 401(k) plan solutions combining institutional firm experience and sophistication with the client-centric focus of an independent boutique, offered to small businesses, employers, PEO/MEP sponsors, and plan participants through Shelton Capital Management.
Quantifiable outcome
- Reduced volatility to broad equity market through risk-first approach
- +1 more outcomes
Companies that use Stringer Asset Management
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
Stringer Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Stringer Asset Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Shelton Capital ManagementcoreShelton Capital Management acquired Stringer Asset Management in December 2025. The deal included retaining Stringer's entire team and strategies focused on risk management and behavioral finance, with assets managed around $650 million. Stringer strategies are now offered as Stringer Risk Managed Strategies through Shelton Capital Management's platform.
Scale indicators2 records
Recent moves5 records
Expansion highlights4 records
Stringer Asset Management competitors and assessment
Company assessmentDirect peers
- Clark Capital Management Group: Philadelphia-based boutique offering risk-managed multi-asset strategies, tactical allocation overlays, and ETF model portfolios to financial advisors — directly comparable product lineup, distribution motion, and risk-first philosophy.
- RiverFront Investment Group: Richmond-based wealth manager specializing in tactical asset allocation and risk-managed multi-asset portfolios distributed through advisors and SMAs — closely matches Stringer's strategic-plus-tactical overlay framework.
- Manning & Napier: Multi-affiliate firm offering target-risk multi-asset portfolios and actively managed strategies to advisors and institutions — directly comparable in offering a spectrum of risk-profile model portfolios.
- Brinker Capital: Risk-managed multi-asset portfolio provider (now part of Orion) serving financial advisors with model portfolios and ETF-based strategies — closely comparable advisor-focused risk-managed GTM.
- Leuthold Weeden Capital Management: Minneapolis-based firm offering tactical asset allocation and risk-managed multi-asset strategies — comparable investment philosophy with proprietary tactical signals overlaid on strategic allocations.
- Calamos Asset Management: Mid-sized manager offering risk-managed multi-asset and convertible strategies distributed through advisors — directly comparable target-risk multi-asset product set and advisor channel.
- Aristotle Capital Management: Boutique offering multi-asset and balanced strategies for advisors and institutional clients — comparable boutique scale, multi-asset focus, and advisor distribution.
- Gateway Investment Advisers: Cincinnati-based specialist in risk-managed equity strategies (cash-secured puts, hedged equity) — overlapping risk-management DNA and advisor distribution, though narrower equity-only focus.
Broad incumbents
- Parametric Portfolio Associates: Larger institutional custom-portfolio manager offering risk-managed and direct-indexing solutions to advisors and institutions — broader scope but overlapping risk-controlled multi-asset capability.
- AQR Capital Management: Large systematic investment manager offering risk-managed multi-asset and alternative strategies — broader scale and product set but overlapping risk-parity and systematic risk-control themes that align with Stringer's Cash Indicator philosophy.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Stringer Asset Management social profiles
Digital presenceStringer Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Stringer Asset Management leadership team
Management profileNumber of profiles
Profiles4 records
Stringer Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Stringer Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Stringer Asset Management
What does Stringer Asset Management do?
Stringer Asset Management provides six risk-managed investment strategies spanning Growth (100% equity) through Income (20/80 equity/fixed income), delivered through Separately Managed Accounts, ETF Model Portfolios, and Mutual Funds. Portfolios are built using a three-layered risk management process that combines proprietary capital market expectations, dynamic tactical asset allocation overlays, and a proprietary Cash Indicator system that signals periods to raise cash to 25% or 50% of the portfolio to reduce volatility risk.
Is Stringer Asset Management a public or private company?
Stringer Asset Management is a private company. It is classified as corporate owned and is currently acquired.
When was Stringer Asset Management founded?
Stringer Asset Management was founded in 2013. It employs 1 to 10 people.
Where is Stringer Asset Management based?
Stringer Asset Management is headquartered in Memphis, United States, in the North America region.
How does Stringer Asset Management make money?
One revenue line is on record: investment Management Fees.
Who are Stringer Asset Management's main competitors?
Direct peers on record are Clark Capital Management Group, RiverFront Investment Group, Manning & Napier, Brinker Capital, Leuthold Weeden Capital Management, Calamos Asset Management, Aristotle Capital Management and Gateway Investment Advisers. Broad incumbents are Parametric Portfolio Associates and AQR Capital Management.
Does Stringer Asset Management have an API?
No public API is recorded for Stringer Asset Management.
What industry is Stringer Asset Management in?
Stringer Asset Management's product category is Investment Management. Its primary akta.pro industry code is FSAAAJAD, Target-Risk / Risk-Profile Model Portfolios, with a secondary code of FSAHAEAJ, Systematic Portfolio Construction & Risk Control (Risk Parity, Vol Target, Dynamic Allocation). Its NAICS code is 52394 and its SIC code is 6282.