Stillwater Investing
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stillwater Investing provides discretionary investment management and financial planning primarily for individual clients (including high‑net‑worth individuals), trusts, estates, pension and profit‑sharing plans, charitable organizations, corporations and managed investment pools. Services include the firm’s flagship Stillwater Adaptive & Balanced Strategy for taxable and retirement accounts, hourly financial planning and consulting, and custodial account management through Interactive Brokers.
The firm’s adaptive balanced approach builds customized, low‑cost portfolios using individual stocks, corporate and government bonds, and publicly traded REITs and applies gradual allocation shifts in response to valuations and market conditions. In addition to that core offering, Stillwater operates a separate algorithmic, proprietary Commodities and Futures Trading Program that actively trades equity index, volatility, interest‑rate and select commodity futures using fundamental valuation metrics and economic indicators.
What is distinctive is that Stillwater is registered with the National Futures Association (NFA) and the CFTC as a Commodity Trading Advisor and runs an actively traded futures program alongside traditional advisory services — a combination that is uncommon for firms of this size and type. The firm also documents a breadth of client types (from individuals to managed investment pools and pension plans) and offers both standard portfolio management and a higher‑risk, accredited‑investor futures strategy, which differentiates its service mix from many peers.
Client services
Expertise
Fee options
$0+: 1.00% annually (Stillwater Adaptive & Balanced Strategy) $0+: 2.00% annually or 50% of trading profits (Stillwater Commodities and Futures Trading Program)
$250 per hour for financial planning and financial consulting
Account minimum: $100,000 Fee-only: 1.00% annually for Stillwater Adaptive & Balanced Strategy clients; 2.00% annually or 50% of trading profits for Commodities and Futures Program
Main office
See office1022 Olive Street
Veazie ME 04401
Advisors at this office
1
Offices (3)
Most active in
Maine
Also doing business as
Stillwater Investing · Stillwater Investing Inc
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Dominic G
Series 65
Portland, ME
Stillwater Investing
Dominic Guimond is a financial advisor at Stillwater Investing with a Series 65 designation and five years of industry experience. He has worked at Stillwater Investing since 2020 and concurrently holds a position as a Disaster Recovery Specialist at Tyler Technologies. Stillwater Investing serves individuals, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and managed investment pools. The firm offers discretionary investment management alongside financial planning and consulting services, employing a combination of buy-and-hold defensive models and active management with fundamental, quantitative, and qualitative analysis.
Dale H
Series 65
Veazie, ME
Stillwater Investing
Dale Hartt is a financial advisor at Stillwater Investing with five years of industry experience. He holds a Series 65 designation and has prior work history including roles at Maine Business School and Arayos LLC, as well as two decades of self-employment. Stillwater Investing serves individuals, including high-net-worth clients, as well as various non-retail entities by providing discretionary investment management, financial planning, and consulting services. The firm employs a combination of buy-and-hold defensive models and more active management strategies, utilizing fundamental, quantitative, and qualitative analysis, and is notable for its registration and activity as a Commodity Trading Advisor.
Marcus H
Series 65
Veazie, ME
Stillwater Investing
Marcus Harding is a Series 65-registered financial advisor with Stillwater Investing, bringing three years of industry experience. His background includes three years at the University of Texas School of Law and four years at the University of Maine prior to joining Stillwater. Stillwater Investing provides discretionary investment management and financial planning primarily for individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and managed investment pools. The firm offers customized, low-cost portfolios through its adaptive balanced strategy and operates a proprietary, algorithmic commodities and futures trading program registered with the National Futures Association and CFTC.
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