Our Services

Stellar provides comprehensive discretionary portfolio management services for Individuals, Families, Charities, Foundations, Endowments, Private Fiduciaries, Corporate and Individual Retirement Plans, and Native American Indian Tribes, as well as non-discretionary investment fiduciary services for Employer Sponsored 401(k) programs.

Stellar actively manages the number of client relationships handled by its representatives to ensure that the highest quality relationship is achieved and maintained. As a client, you will work directly with a dedicated portfolio manager that is best suited for you and your specific situation. The depth of our firm mitigates the longevity risk encountered with sole practitioners and the frequent personnel turnover of larger firms.