Stringer Asset Management

Stringer Asset Management
5050 Poplar Avenue
Suite 1103
Memphis, TN 38157
Phone: 901-800-2956
Fax: 901-800-2976

Articles by Stringer Asset Management

Gary Stringer
President and Chief Investment Officer

Gary Stringer

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 Escue
Senior Portfolio Manager

Kim Escue

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 Keller
COO and CCO

Chad Keller

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 Bernstein
Sales and Marketing Director

Jonathan Bernstein

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

There Is Still Value in MLPs

There Is Still Value in MLPs

By Gary Stringer, Kim Escue and Chad Keller, Stringer Asset Management Though we believe long-term fundamentals look attractive for oil and energy stocks, we expect near-term volatility to continue in the…

The Financial Plan Is Complete – Now What?

The Financial Plan Is Complete – Now What?

By Jonathan Bernstein, Stringer Asset Management According to ThinkAdvisor, between 2007 and September of 2016, the number of CFP professionals in the United States grew more than 34% to 75,467*. In…

Managing Risk As The Global Economy Sputters

Managing Risk As The Global Economy Sputters

By Gary Stringer, Kim Escue and Chad Keller, Stringer Asset Management Our signals suggest that the recent volatility in the market has a lot to do with the downshift in the…

Why You Need Alternative ETFs in Your Portfolio

Why You Need Alternative ETFs in Your Portfolio

Traditional stock and bond market investing provides a solid foundation to an investment portfolio. However, the addition of another low correlated asset class that we call “alternative investments” can take…

Finding Opportunities in Fixed Income?

Finding Opportunities in Fixed Income?

By Gary Stringer, Kim Escue and Chad Keller, Stringer Asset Management There are a few important spread indicators in the fixed income market that equity investors can monitor for periods of…

Investing in the New Volatility Regime

Investing in the New Volatility Regime

By Gary Stringer, Kim Escue and Chad Keller, Stringer Asset Management We think the recent stock market volatility is likely to persist and that equity prices will ultimately move higher. Volatility…

The Countries Most at Risk of a Trade War

The Countries Most at Risk of a Trade War

By Gary Stringer, Kim Escue and Chad Keller, Stringer Asset Management With the announcement of proposed tariffs, the global markets reacted with a sharp sell-off and increased volatility despite little details…

Perspectives On Risk & Volatility

Perspectives On Risk & Volatility

By Gary Stringer, Kim Escue and Chad Keller, Stringer Asset Management Investors have a right to be nervous given the age of the current business cycle and bull market, along with…

Salvageable & Sustainable: The Rational Retirement

Salvageable & Sustainable: The Rational Retirement

By Gary Stringer, Kim Escue and Chad Keller, Stringer Asset Management Achieving financial independence during retirement is the most important and most difficult part of the financial planning process. Investors have…

Embrace This Aging Bull Market While It Lasts

Embrace This Aging Bull Market While It Lasts

By Gary Stringer, Kim Escue and Chad Keller, Stringer Asset Management Global economic growth for 2017 will likely be the strongest since 2011 according to annual GDP projections by the Organization…

The Goldilocks Economy Pushes Into Another Year

The Goldilocks Economy Pushes Into Another Year

By Gary Stringer, Kim Escue and Chad Keller, Stringer Asset Management A Goldilocks economy may be defined as an economy that is neither too hot nor cold, sustains moderate economic growth,…

What The Earnings Yield Can Tell Us About The Future

What The Earnings Yield Can Tell Us About The Future

By Gary Stringer, Kim Escue and Chad Keller, Stringer Asset Management Developing capital market expectations is a crucial component of Stringer Asset Management’s investment philosophy. While we use several different inputs…

Why U.S. Business Cycle Can Continue For Years

Why U.S. Business Cycle Can Continue For Years

By Gary Stringer, Kim Escue and Chad Keller, Stringer Asset Management Across the board, our strategies are roughly in-line with our long-term risk targets to equity, fixed income and alternative investments.…

5 Secrets for Growing Your Advisory Practice

5 Secrets for Growing Your Advisory Practice

By Jonathan Bernstein, CIMA, Stringer Asset Management Over the past two decades we have been very fortunate to have worked with some very successful advisory practices. The diversity and entrepreneurial…

Investing in a Time of Transition

Investing in a Time of Transition

By Gary Stringer, Kim Escue and Chad Keller, Stringer Asset Management Our outlook continues to be constructive, though we think that the post-election rally has priced in a lot of…

The Business of Financial Advice – Then and Now

The Business of Financial Advice – Then and Now

By Jonathan Bernstein, CIMA, Stringer Asset Management Help Wanted Recent statistics in the financial services industry point to a pending consolidation of clients and client assets among a smaller and…

Inflation: What the Fed’s Course Means for Bonds

Inflation: What the Fed’s Course Means for Bonds

By Gary Stringer, Kim Escue and Chad Keller, Stringer Asset Management With the U.S. Presidential election in the rear-view mirror, and Republicans maintaining control of both the House and Senate,…

Let’s Twist (The Yield Curve) Again

Let’s Twist (The Yield Curve) Again

By Gary Stringer, Kim Escue and Chad Keller, Stringer Asset Management Operation Twist was the media’s term for the U.S. Federal Reserve’s (Fed) actions in late 2011 and early 2012…

Successful Financial Advisors Have a Process

Successful Financial Advisors Have a Process

The financial services industry is a challenging entrepreneurial undertaking whose failure rate is exceptionally high. Some studies estimate that over 70% of financial advisors (FAs) leave the industry by their…

Making the Case for Emerging Markets

Making the Case for Emerging Markets

By Gary Stringer, Kim Escue and Chad Keller, Stringer Asset Management We had been cautious about investing in emerging markets for the last few years and had avoided significant emerging…

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