Scotsdale, AZ Office

Stableford Capital serves individual investors (including high-net-worth households and business owners) as well as institutional clients such as retirement plans, pensions, endowments and corporations. The firm provides discretionary portfolio management combined with financial planning, retirement-plan advisory (including model portfolios for plan participants) and a recently expanded Financial Planning and Consulting for Businesses program offered across three service tiers.

The firm’s investment approach emphasizes absolute, long-term total return with a focus on high-quality, capital-compounding businesses and downside risk management, implemented through a discretionary, committee-supported process. Research and portfolio construction rely on a proprietary analytical platform built on the Bloomberg terminal and bespoke data tools, and the firm discloses the use of derivatives, inverse/enhanced ETF strategies and the possibility of client-elected borrowing in managed accounts as part of its toolbox for hedging and return enhancement.

Distinctive features include a multi-tiered business consulting offering that explicitly includes tax-aware strategies, retirement modeling and coordination with outside CPAs and attorneys up to a family‑office style tier, which is less common among peers of this size. The firm also provides retirement-plan model portfolios and consulting to plan fiduciaries (and related institutional clients), and maintains explicit technical research and trading experience within its investment team and infrastructure.