Stringer Asset Management
Suite 1103
Memphis, TN 38157
Articles by Stringer Asset Management
The Sweet Spot in Fixed Income
U.S. Federal Reserve (Fed) policy will continue to play a large role in both fixed income and equity market performance…
Gary StringerPresident and Chief Investment Officer
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.
Kim EscueSenior Portfolio Manager
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.
Chad KellerCOO and CCO
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.
Jonathan BernsteinSales and Marketing Director
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.
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.
More Articles
Changing Market Dynamics Provide Opportunities as Economic Growth Persists
Our work suggests that continued strength in the private sector will drive economic growth in the months to come. One…
More Proof that the Private Sector is More Powerful than the Government
Key Takeaways: Results of elections and political agendas are important, but in America’s capitalist, free market economy, the private sector…
The Amazing Disappearing Inflation and Its Impact on Household Income
As we showed previously, inflationary pressures follow the change in the growth rate of money supply by six to eighteen…
The March 2024 Dashboard: Our Three Layers of Risk Management
Our Cash Indicator methodology acts as a plan in case of an emergency. This is analogous to the multiple safety…
The Death of the U.S. Consumer Has Been Greatly Exaggerated
Headlines abound suggesting a weakening from the U.S. consumer. Articles detailing persistent inflation, growing credit card usage, and an increasing…
Protecting Against a Lost Decade
Looking back at the S&P 500 Index in 2023, the return of the Index was dominated by a small number…
The February 2024 Dashboard: Our Three Layers of Risk Management
Our Cash Indicator methodology acts as a plan in case of an emergency. This is analogous to the multiple safety…
Defense Wins Championships: Digging Into Valuations
The economy was more resilient over the course of 2023 than we had expected given the aggressive policy tightening from…
The Powell Pivot
Previously, our biggest concern for the outlook of the economy had been that the U.S. Federal Reserve (Fed) would keep…
Safe Harbors in a Time of Growing Uncertainty
With this year’s equity market rally so narrowly focused on a few technology related companies while economic and market uncertainties…
The Holidays Are a Gift
The holidays are a time when family and friends tend to congregate at the family home. Your clients get to…
The Holidays Are A Gift: 2023 Update
This is the same article I put out every year in November as the holidays approach. Every year I sit…
Increasing Current Income as Well as Long-Term Return Potential
This year’s narrow equity market rally combined with declining bond prices have created a wealth of opportunities for patient investors.…
Commercial Real Estate: Opportunities Below The Surface
This year’s narrow equity market has been a great example of how a broad index is not always perfectly representative…
Why Holding or Moving to Cash Now May Be a Losing Proposition
While money market and Treasury Bill rates look attractive and deserve an allocation in a diversified portfolio, overweighting them too…
Identifying Value Through Flexibility
As we have been writing about for the last few months, we are seeing attractive valuations across the global financial…
The October 2023 Dashboard: Our Three Layers of Risk Management
Our Cash Indicator methodology acts as a plan in case of an emergency. This is analogous to the multiple safety…
Value, Value Everywhere – Disparate Markets Magnify Opportunities
There has been a lot of talk about this year’s narrow equity market rally. What is less discussed is how…
The September 2023 Dashboard: Our Three Layers of Risk Management
Our Cash Indicator methodology acts as a plan in case of an emergency. This is analogous to the multiple safety…
Why Investors are Betting Against History and How We Can Avoid It
Recent broad based equity market gains have been driven by a limited number of companies, and many investors theorize that…
U.S. Manufacturing: Set to Become the Next Big Thing
The U.S. manufacturing complex out produces every other country in the world except China. In terms of manufacturing value added,…
Finding Opportunities Amid the Distortions
In response to the COVID-19 pandemic lockdowns and financial market turmoil, the U.S. Federal Reserve (Fed) initiated multiple forms of…
August 2023 Dashboard: Our Three Layers of Risk Management
Our Cash Indicator methodology acts as a plan in case of an emergency. This is analogous to the multiple safety…
Reading The Tea Leaves: Leading, Lagging & Coincident Indicators
With heightened economic uncertainty, we are noticing an increased interest in economic data as it’s reported. Market pundits are hanging…
Distorted Equity Markets Create Opportunities for Potential Gains and Risk Management
During times of uncertainty, we think that having a definable investment management process is especially important to help navigate economic…
The July 2023 Dashboard: Our Three Layers of Risk Management
Cash Indicator: Markets are functioning properly, but we expect continued volatility. Our proprietary Cash Indicator (CI) provides insight into the…
Unraveling U.S. Recessions: Understanding Indicators and Implications for Investors
In the realm of economics, a recession refers to a significant decline in economic activity that lasts for a sustained…
Once Again, FOMO Creates an Abundance of Opportunity
Investors benefit the most over time by making less emotional decisions with regards to their portfolios. Helping investors overcome their…
The Stringer June 2023 Dashboard
Our Three Layers of Risk Management Our Cash Indicator methodology acts as a plan in case of an emergency. This…
The Paradox of Higher Mortgage Rates: Why Homeowners May Be More Resilient Than We Think
Housing costs make up approximately one-third of the Consumer Price Index (CPI) and are undoubtedly a major expense for most…
Balancing Participating and Protecting Late in the Business Cycle
Our work suggests that we should be prepared for more economic and market turmoil in the near-term. Some of our…
How Increasing Use of China’s Currency on Global Markets Affects U.S. Investors
The rise of China as an economic powerhouse has been accompanied by efforts to internationalize their currency, the Yuan (CNY),…
The May 2023 Dashboard: Our Three Layers of Risk Management
Our Cash Indicator methodology acts as a plan in case of an emergency. This is analogous to the multiple safety…
Finding More Reasons for Long-Term Optimism
While the current landscape is challenging, we find many reasons to be optimistic about what the next business cycle has…
How Fracturing Global Trade Networks Can Support U.S. Economic Growth
We have written about three important domestic characteristics that we think will act as pillars to support impressive U.S. eco-nomic…
The April 2023 Dashboard: Our Three Layers of Risk Management
Our Cash Indicator methodology acts as a plan in case of an emergency. This is analogous to the multiple safety…
Why the Fed is Probably Done Raising Rates
Our work suggests that the U.S. Federal Reserve (Fed) is likely done raising short-term interest rates for the current business…
Don’t Let Near-Term Risks Obscure Long-Term Opportunities
Our work suggests that the U.S. will face significant economic challenges in the near-term. While we do expect a recession…
The March 2023 Dashboard: Our Three Layers of Risk Management
Our Cash Indicator methodology acts as a plan in case of an emergency. This is analogous to the multiple safety…
Recession Fears: Can The Fed Stick The Landing?
Executive Summary Global equity markets and related risk assets have experienced a strong rally in recent months. Still, our base-case…
Changing Labor Force Trends to Go From a Headache to a Tail Wind
Even though the overall size of the U.S. labor force recently hit an all-time high, employers and customers alike feel…
The February 2023 Dashboard: Our Three Layers of Risk Management
Our Cash Indicator methodology acts as a plan in case of an emergency. This is analogous to the multiple safety…
The U.S. Economy: Setting The Stage For a Strong Business Cycle
As the U.S. and global economies now deal with the aftereffects of massive fiscal and monetary overstimulation, the conversation shifts…
The U.S. Financial Picture Is Better than You Think
We have all seen the headlines about increased U.S. debt burden and higher interest rates. Pre-pandemic projections by the Congressional…
The January 2023 Dashboard: Our Three Layers of Risk Management
Our Cash Indicator methodology acts as a plan in case of an emergency. This is analogous to the multiple safety…
Steps to Managing Risks and Increasing Defenses
Executive Summary Similar to the one-year lag in inflation taking hold as a result of too much stimulus, we expect…
Fixed Income Windows of Opportunity
The financial services industry has operated in a falling interest rate environment for decades, which made it relatively easy for…
The December 2022 Dashboard: Our Three Layers of Risk Management
Our Cash Indicator methodology acts as a plan in case of an emergency. This is analogous to the multiple safety…
The Holidays Are A Gift
The holidays are coming. Every year I sit down to update this article and I never do as I am…
Investing For The Road Ahead: How To Not Miss The Turn
As investment managers, it is important for us to define a worldview that can accurately forecast or, at the very…
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5491895.1.2.AM.RTL
SPD003411
Expiration: 2/28/2025