Stellar Custom management

For portfolios $500,000 in size or greater, Stellar provides custom tailored portfolio management. This customization includes investment tax strategies, personal preferences, coordination with multiple portfolios, other investments, and offsets to natural occurring industry overweights due to employment, or business ownership.

Stocks and bonds are the primary tools used in the creation and management of investment portfolio. We incorporate large, medium and small capitalization stocks, value and growth opportunities, high quality bonds, and ETFs or funds to focus on specific, hard to invest in areas of the market where appropriate.

Economically favored sectors are studied to find fundamentally sound companies in healthy industries positioned to grow revenue and earnings. Financial and market ratios are used to assess financial stability, and this, in combination with economic statistics and interest rates drive our internal valuation assessment. Technical trend analysis of markets, industries and specific companies compliments our ultimate decision process.

Companies fitting the many criteria we use that are also priced below our internal valuation projections are typically targeted for purchase, and are typically held for long-term appreciation, not short-term speculation.

Bonds, which help reduce overall volatility and provide portfolio income, are typically investment grade and consist of U.S. Treasury, Government agency, municipal, or corporate bonds. Their allocation, maturity distribution, and quality are based on the underlying economic and market environment, projected interest rate trends, and specific client needs.

In general, our investment goals are fairly conservative. We look to participate in market gains while avoiding as much market loss as possible. This strategy should provide a "smooth ride" in the investment markets. Specific investment performance history is available upon request.

Stellar manages portfolios that fall into four broad categories. Click here to learn more about our Stellar Portfolios.