A complete list of active advisors currently associated with 10 Star Asset Management

Warmer can help you find a great advisor at 10 Star Asset Management or one who fits your needs even better.

10 Star Asset Management is a small, supported investment adviser that provides discretionary portfolio management to individuals (including high-net-worth clients), trusts, estates, IRAs and a limited number of pension/profit-sharing plans. The firm reports managing approximately $33.4 million in client assets and delivers continuous portfolio supervision under a percentage-of-assets advisory arrangement billed quarterly. The firm’s investment process relies heavily on licensed S&P MarketScope research and S&P’s STARS recommendations combined with a Fair Value quantitative ranking to select primarily common stocks, with index ETFs used for diversification. For income-oriented accounts 10 Star writes covered calls and, when appropriate for more aggressive mandates, may employ uncovered put options to enhance income; accounts are custodyed through Fidelity and managed on a discretionary basis. Distinctive aspects include the licensed, primary use of S&P proprietary model portfolios as an integral research input and the firm’s explicit use of uncovered put strategies for enhanced income, a higher-risk tactic less common among similarly sized advisers. The adviser operates with a small two-advisor team led by its principal who serves as chief investment officer, maintains a written Code of Ethics addressing personal trading and proxy voting, and does not charge performance-based fees.

To learn more about the advisors currently working at 10 Star Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.