Stellar Portfolios

Stellar manages portfolios that fall into four broad categories:

Fixed Income
The Fixed Income strategy focuses on obtaining a highly predictable and dependable source of current and future income. The investment philosophy centers on combining competitive interest earnings with capital gain potential to earn an attractive total rate of return. Investments consist primarily of U.S. Government securities, corporate bonds, and high-quality municipal bonds where appropriate. This portfolio is suited for investors seeking consistent income and protecting principal.

Growth Balanced
The Growth Balanced strategy is designed to build and protect purchasing power by using a lower-risk asset allocation strategy combined with higher-quality equity and fixed income securities. This strategy is best suited to investors who desire long-term capital appreciation with a comfortable level of investment income that can also help reduce portfolio volatility.

Growth Equity
The Growth Equity strategy is designed to build purchasing power using stocks of large multinational companies that are chosen for their superior long-term growth characteristics and potential. This strategy is best suited for investors who have a long-term outlook, desire capital appreciation, and wish to remain more fully invested while experiencing a less volatile approach to the equity market.

Multi-Cap Equity
The Multi-Cap Equity strategy focuses on large and mid-size companies that are well-positioned in the most attractive industries. Portfolio allocations may range between 65% and 100% in equities. This strategy is best suited for investors who have a long-term outlook, desire capital appreciation, and would like to see a changing allocation contribute to a less volatile approach to the equity market.