Salt Lake City, UT Office

Stoker Ostler Wealth Advisors provides investment management, financial planning, and consulting to high‑net‑worth individuals, trusts, estates, charitable organizations and other entities. The firm manages multi‑billion dollar client portfolios and says it develops a personalized Investment Policy Statement through client discussions to establish asset allocation, risk tolerance and investment guidelines.

Its investment process emphasizes customized, diversified portfolios across fixed income, domestic and international equities, REITs and alternative investments, with a preference for longer‑term holdings balanced by tactical shorter‑term trades when appropriate. The firm uses tax‑aware techniques such as tax‑loss harvesting, may engage sub‑advisers for specialized strategies, and implements discretionary and non‑discretionary mandates according to each client’s IPS.

Stoker Ostler operates as a wholly owned subsidiary of BMO Financial Corp. under the BMO Wealth Management/BMO Private Wealth brands, giving clients access to a range of affiliated capabilities — including BMO Bank N.A. (trust and banking services), BMO Delaware Trust Company, family office resources, and affiliate research and working lists — and to proxy‑voting infrastructure supported by a third‑party Responsible Engagement Overlay and a BMO Proxy Working Group on which the firm is represented. These institutional affiliations also introduce potential conflicts of interest (for example, shared research, product access, and negotiated fund share classes), which the firm discloses and says it manages through governance, policies and procedures.