Investment Services

Regardless of your investment goals, Stellar can provide you with a custom-tailored portfolio solution. We realize that everyone is different. With that in mind, our clients are not "boxed" into standardized portfolios. We create and manage your portfolio based on your ever- changing needs, and the continual changes in the economy and marketplace.

We bring a unique value to our clients -- one that is unattainable through traditional investment houses and banks. That value is a direct relationship with your portfolio manager. Each client has a personal relationship with his or her portfolio manager. There are no business development officers or marketing personnel acting as a buffer.

Our services include quarterly statements detailing your portfolio and investment performance reporting, timely economic and market commentary, account reconciliation, tax reporting information, and a partnership with your other professional advisors to ensure that you receive the most comprehensive investment services. These reports supplement the regular account statements you receive from your custodian and provides you with an overview of your investment accounts managed by our firm.

Stellar Capital Management offers our Portfolio Management services on a fee-only basis. Our compensation is based strictly on the value of the assets you have under our management. We do not have any products to sell, nor do we receive any commissions for trades made on your behalf. This allows us to maintain objectivity in regard to your investment accounts. We can only increase our compensation by increasing the value of your holdings.