Stellar Capital Management LLC
2200 East Camelback Road
Suite 130
Phoenix, AZ 85016
About Us
One of the best measures of the stability and performance of any firm is to look at the people involved. Our founders, both with East Coast roots, have been involved in the Phoenix business and philanthropic community for over two decades, and many of the firm's clients have maintained business relationships with them throughout their careers. These long-term relationships speak volumes about the success of our personalized investment service and the stability of our organization.
Mission Statement
Our goal is to use our expertise in the financial markets to improve the lives of our clients. By combining our common sense, high quality investment philosophy with excellent personal service and custom tailored investment management we hope to exceed our clients' expectations.
Our Investment Services
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:
Custom Portfolio Management
For portfolios $500,000 in size or greater, we provide custom tailored portfolio management. This customization includes investment tax strategies, personal preferences, coordination with multiple portfolios, other investments, and offsets to natural occurring industry over weights 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.
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.
Retirement Investment Plan Consulting
We have developed a reputation for providing unbiased investment consulting services for retirement plan sponsors over the last 20 years, and in most circumstances, will serve Retirement Plan Sponsors as an Investment Fiduciary.
Combining our expertise as a portfolio management firm with our understanding of the products and programs created for plan sponsors enhances our ability to sort through investment performance issues, multiple levels of cost, the differences between stated investment philosophies and actual investments, and the various levels of risk associated with investment selection. As consultants, we remain completely unbiased with regard to underlying investment managers, custodians, or administrators, and will accept fiduciary responsibility.
Methodology
Stellar focuses on identifying significant and long-term changes in the domestic and international economies and markets. These changes may be a result of factors such as interest rates, inflation expectations, technology changes, social and political developments or international events. This analysis guides the firm towards market sectors or industries undergoing constructive changes that have not yet been reflected in security prices, and away from those with deteriorating prospects.
Portfolios are prudently managed by integrating each client's specific investment objective with the prevailing opportunities and risks presented in the investment markets. In our opinion, the resulting portfolios reflect the best method of achieving a client's investment objectives.
Custodian & Trustee Services
As an independent money manager, we specialize in portfolio management services. We do not sell trustee services, demand custody of our clients' assets, or receive commissions on investment products. This unbundled, or unbiased approach is key to our ability to act as a prudent fiduciary of client assets.
Our clients can use a number of corporate trustees, including both local and nationally respected trust companies, and those offering trustors and their legal advisors the ability to use the most advantageous state trust laws. Some trustees require custody of client assets, while others will serve as a directed trustee. The important aspect of these services is the ability to bifurcate (separate) the functions of trust services and portfolio management services, permitting trustors and beneficiaries to select the best combination of service providers.
Thank you for your inquiry!
Please be aware that Stellar Capital Management LLC has a portfolio minimum of $500,000 to accept inquiries through this directory.
