The Stellar Program

Many organizations will only work with investors who have a certain minimum dollar amount to invest. Stellar is different. We believe that investors should have affordable professional money management regardless of asset size. The Stellar Program is designed for just that; investors who want to build and/or manage wealth, but do not meet the $500,000.00 minimum for customized portfolio management. Regardless of whether you are in the early stages of building wealth, or are in retirement and have primarily income requirements, this program is designed to meet your objectives.

The first step in building your portfolio is to determine your risk tolerance and long-term return requirements. After this we will work with you to select a strategy that best fits your goals. Following Stellar's investment model, portfolios are then diversified across assets classes and styles. Stellar monitors the economy, the markets, and your portfolio rebalancing when necessary to optimize the weighting of the investment selections.