Arizona money managers, az investment advisors
Stellar Capital Management, AZ Investment managers
Custom Tailored Portfolio Management
registered investment advisors
 
 

Stellar Capital Managmeent - an SEC registered investment advisor in AZStellar Capital Management is a Phoenix Arizona based independent investment advisory firm with over 25 years of history, and its investment professionals' average over 30 years of investment experience. This means we have navigated through many different markets, some very challenging and some very rewarding, and have over 120 years of collective investment experience available to our clients. Our mission is to provide high quality objective financial advice and investment management to a select group of clients using practical and research driven investment strategies that are backed up by our years of experience. The firm is known as an economically driven investment firm who's principals are part of the noted Western Blue Chip Economic Forecast Panel and the National Association of Business Economists (NABE) Outlook panel.

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. 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.

Our client base is focused on individual relationships. It includes individuals, families, trusts, corporations, corporate CEO's, and tribal organizations, who desire a professionally managed portfolio of financial assets. We analyze each client situation with respect to the economic and market environment in order to design a portfolio that best fits with their individual goals and objectives. We provide custom-tailored Equity, Fixed Income, and Balanced portfolio management strategies. As an independent adviser, we are completely unbiased with regard to custodian, brokerage, or trustee relationships, and simply search for the most effective solution available for our clients.

We encourage you to browse through the rest of the web site to learn more about our firm. If you would like more detailed information, please contact us.

Click here to view a copy of our ADV Part 2A or ADV Part 2B.