ABOUT
Unbiased Analysis and Guidance
Martiros Strategies is an independent consulting firm that provides unbiased analysis and guidance to private investors, family offices, and family foundations. We are not investment advisors, we don’t manage assets, and we don’t transfer assets to our firm.
Our engagements often begin when a client needs help planning a transition such as simplifying their overall wealth management process, preparing the next generation of family members, managing a liquidity event, or forming a family office or family foundation.
Our Process
We start by conducting a comprehensive baseline analysis of your current situation. Next, we develop criteria based upon your specific requirements for services and expertise. Finally, we help you evaluate options and implement your plans.
Phase 1 Research
During Phase 1 we begin with a bottom-up review of your current situation including your specific needs, personal, family, and philanthropic goals, and unique circumstances.
Phase 2 Analysis
During Phase 2 we develop a summary of the strengths and weaknesses of your current situation and recommend options for moving forward.
Phase 3 Implementation
During Phase 3 we help implement your plan including prioritizing objectives, developing a timeline, and executing the plan based upon our mutual agreement on next steps.
Baseline Diagnostic Process
Guiding Principles
Our guiding principles serve as the foundation of our approach to providing independent research, analysis, and guidance.
Embody Integrity
We are committed to fundamental moral and ethical behavior, honesty, fairness, and accountability.
Pursue Excellence
We represent the interests of our clients exclusively, as we seek to produce measurable success through persistent and diligent effort.
Empower People
We help our clients and colleagues establish and achieve goals, make good choices, and improve their powers of reasoning and judgment.
Seek Diversity
We actively seek and incorporate diverse ideas, perspectives, and experiences to ensure we have a broad and deep understanding of issues.
Think Holistically
We help people evaluate decisions from multiple perspectives and time-frames to deeply understand issues and potential solutions.
Our Commitment
We have no affiliations, sponsorships, or financial arrangements with investment advisors, money managers, banks, insurance companies, or any other financial institutions. We pledge that in connection with the services performed for our clients, we will not solicit or accept any payment or compensation, either directly or indirectly, from any party other than the client.
Martiros Strategies was founded in 2010 by Stephen Martiros, a wealth management expert with more than 25 years of experience working with private investors, family offices, and family foundations. In 2021 Stephen founded Kindros, a Massachusetts public benefit corporation providing unbiased financial education to individuals and organizations.
Previously Stephen served as the Managing Partner of CCC Alliance, where he helped build America's largest private network of single-family offices. He is the founder of Summitas an award-winning B2B cloud software application for family offices. Stephen started his career as an investment advisor with E.F. Hutton followed by Alex. Brown & Sons.
Stephen received his BS and MBA from Babson College. He is co-founder and Chair of the Babson College Bertarelli Institute for Family Entrepreneurship, and received both the Snyder Award for Distinguished Service and the Cruikshank Award for representing the highest ideals of service and loyalty to the college.