Archford Capital Strategies, LLC

Archford Capital Strategies, LLC is a registered investment advisor established in March 2013, offering customized investment advisory services to individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and businesses. The firm operates as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. Archford primarily provides long-term focused investment strategies, utilizing fundamental and technical analysis, asset allocation strategies, and continuous client interaction. The firm may recommend investments in various securities, including independent investment managers, mutual funds, ETFs, individual securities, and more. Clients have the option to place reasonable restrictions on their investments. Archford does not charge performance-based fees and has investment discretion over client accounts. The firm does not accept proxy-voting responsibility and engages a third party for class action related services. Archford encourages clients to perform due diligence and provides access to annual surprise custody examinations conducted by an independent accounting firm. The firm does not have any adverse financial situations that would impair its ability to meet client obligations. Archford does not charge a minimum relationship size but has a minimum annual fee of $2,000. Clients may request more current information at any time by contacting the firm.