Stride Investments, LLC

STRIDE Investments, LLC is a Chicago-based investment advisory firm that was founded in 2013 by Samuel A. McElroy and Patricia McElroy. The firm specializes in personalized investment management services for individuals, high net worth individuals, and corporations. STRIDE Investments is a fee-based firm that offers asset management services on a discretionary basis, with no minimum account size required to open an account. The firm's investment strategy involves fundamental analysis, technical analysis, and cyclical analysis to evaluate securities and manage client portfolios. Clients of STRIDE Investments have the option to grant discretionary authority for trading, allowing the firm to make investment decisions on their behalf without obtaining consent for each transaction. The firm may also utilize sub-advisors to manage client portfolios, with full discretion to hire and fire sub-advisors as deemed suitable. STRIDE Investments charges fees based on a percentage of assets under management, with annual fees not exceeding 0.90% for accounts without sub-advisors. The firm does not engage in wrap fee programs and does not receive external compensation for the sale of securities to clients. STRIDE Investments does not vote proxies on client securities and does not have custody of client funds or securities. Samuel A. McElroy, the Principal Executive Officer, has a background in sociology and clinical psychology, and has been with the firm since its inception. He also serves as the Chief Compliance Officer and Chief Operations Officer for STRIDE Financial, LLC. There have been no disciplinary actions against Samuel A. McElroy or the firm.