San Jose, CA Office

Statherόs Financial Solutions, Inc. provides personalized investment management and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm also delivers retirement‑plan advisory services, actuarial consulting and full‑service administrative and portfolio support to third‑party investment managers and registered representatives.

Portfolios are constructed primarily with mutual funds and ETFs using globally diversified, generally long‑term strategies, and accounts may be managed on a discretionary or non‑discretionary basis consistent with each client’s objectives. Statherόs employs a proprietary Portfolio Builder tool with twelve base allocations tailored by tax status, financial need and risk tolerance and that presents modeled historical performance to illustrate hypothetical outcomes; the firm maintains custodial relationships (primarily Charles Schwab) and does not act as custodian.

The firm’s brochure discloses that several associated persons are CPAs and licensed real‑estate agents/brokers who may provide accounting or real‑estate services outside the advisory relationship, and those outside activities are identified as potential conflicts and addressed through firm policies. The combination of third‑party administrative support, actuarial consulting services, and the use of modeled (hypothetical) performance reporting is highlighted in the brochure as notable features relative to many peers, with related conflicts and ethical protections described in the firm’s disclosures.