A complete list of active advisors currently associated with STM Asset Management LLC

Warmer can help you find a great advisor at STM Asset Management LLC or one who fits your needs even better.

STM Asset Management provides investment supervisory services for individuals, pension and 401(k) plans, trusts, estates, charitable organizations, corporations and other business entities, and assists 401(k) plans with fund selection and participant enrollment. The firm reports managing about $56 million in assets across discretionary and non‑discretionary accounts for roughly 500 clients. The firm tailors portfolios to each client’s risk tolerance and time horizon, using technical, fundamental and cyclical analysis and recommending ETFs, mutual funds and individual equities with a stated goal of maintaining purchasing power over the long term. STM commonly operates under discretionary authority after signing a management agreement and conducts account reviews at least monthly, often weekly. Notable disclosures in the brochure that distinguish STM from many peers include that some representatives own accounting firms and provide accounting and tax services for separate compensation, and that some representatives are licensed insurance agents who may offer commissionable insurance products (the firm discloses this potential conflict and limits insurance activity to no more than 30% of a representative’s time). The brochure also describes operational details less common among peers, including periodic due diligence on service providers that use artificial intelligence/machine learning and receipt of free use of a broker’s trading platform (noted as a soft‑dollar arrangement).

To learn more about the advisors currently working at STM Asset Management LLC, 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.