Stronghold Investment Management

Overview

Stronghold Investment Management is a very small, individual-owner advisory firm that provides discretionary portfolio management to individuals and small businesses. The firm charges fees based on a percentage of assets under management and emphasizes fixed-income allocation in client portfolios. Its filings show a clear preference for U.S. government bonds as a core holding, and the practice is tailored toward conservative, income-oriented objectives rather than active equity trading or ESG-driven mandates. Operationally, Stronghold runs a compact advisory model: few clients, a single office and custody through Charles Schwab & Co., Inc. It is not registered as a multi-state adviser, is not positioned as a capital allocator, and does not list active ESG investing in its public profile. Advisory services are focused on straightforward portfolio management for individual and family clients rather than institutional consulting or pension work.

Assets & Accounts

Investments & Alternatives

Location & Offices