Stantum, LLC

Stantum provides financial planning, portfolio management, securities valuation and advisory services to individuals (including high‑net‑worth clients), corporate and business entities, pension and profit‑sharing plans, trusts, and pooled investment vehicles. Services described in the brochure include portfolio construction for publicly traded securities, quantitative valuations and ratings, selection and vetting of other advisers (including private fund managers), and publication of periodicals and educational workshops.

The firm emphasizes quantitative methods and risk analysis in portfolio work, using tools such as mean‑variance optimization, Monte Carlo simulation, correlation and risk metrics, and hedging techniques (options, futures and swaps) for concentrated positions. It tailors advice to client objectives, timelines and tax situations and provides both discretionary management in some accounts and non‑discretionary advice in others.

Compared with most solo independent advisers, Stantum’s practice is notable for advising pooled vehicles and private funds, serving corporate and pension clients, offering securities ratings/pricing and bespoke valuation work, and producing periodicals and client workshops. The firm also reports that the bulk of regulatory assets are managed on a non‑discretionary basis and highlights deep quantitative expertise and advanced professional designations among its leadership.