A complete list of active advisors currently associated with Stamper Capital & Investments, Inc.
Warmer can help you find a great advisor at Stamper Capital & Investments, Inc. or one who fits your needs even better.
Stamper Capital & Investments provides investment supervisory services focused exclusively on municipal bond accounts for high‑tax‑bracket individual investors and institutional clients. The firm is compensated as a percentage of assets under management and reported $2,419,387 in discretionary AUM as of December 31, 2025. The firm’s investment process centers on a proprietary Upside Potential/Downside Protection/Current Yield methodology, described in the brochure as similar to a value‑contrarian approach, and incorporates fundamental, technical and cyclical analysis. Although primarily a municipal bond manager, the brochure discloses that the adviser may at times employ shorter‑term trades and trading tools — including purchases above call price, short sales, margin transactions and option strategies — as part of its implementation. Noteworthy aspects highlighted in the brochure include a disclosed historical performance track record tied to the portfolio manager’s long tenure running a municipal bond mutual fund (symbols cited such as VMPAX and VMPYX) and the firm’s role as a sub‑advisor and manager of institutional accounts. The brochure also describes operational features that can affect execution and costs, such as sub‑advisory relationships with broker‑dealers, custodian arrangements at broker‑dealers, and the portfolio manager’s receipt of preferred commission terms on personal trades.
To learn more about the advisors currently working at Stamper Capital & Investments, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Capitola, CA
| 15
|
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