A complete list of active advisors currently associated with Stillwater Investing

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

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.

To learn more about the advisors currently working at Stillwater Investing, 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.