A complete list of active advisors currently associated with Stillwater Capital Management

Warmer can help you find a great advisor at Stillwater Capital Management or one who fits your needs even better.

Stillwater Capital Management provides discretionary portfolio management and financial planning to individual clients, including high-net-worth households, and also offers ongoing retirement plan consulting to employer plan sponsors. The firm delivers both standalone financial plans and integrated portfolio management paired with consulting for retirement plans, with services tailored to client objectives and risk tolerances. The firm’s investment process draws on a broad set of methods — including fundamental, quantitative, technical, sector and cyclical analysis — and implements asset-allocation strategies across equities, fixed income and other instruments. Depending on client mandates, portfolios may include long- and short-term holdings, options and margin transactions, and are monitored and rebalanced on an ongoing basis. Compared with many small advisory teams, the firm combines individual wealth management with ERISA-aware retirement plan consulting and maintains formal policies (pre-clearance, periodic reporting and a written Code of Ethics) to manage conflicts. The firm’s principals also hold insurance licenses and may sell insurance products for commission, a relationship the brochure discloses and addresses through its fiduciary procedures and disclosure practices.

To learn more about the advisors currently working at Stillwater Capital 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.