Since our founding in 1975
our business premise has been simple.
As the investment world has stampeded toward complexity, we find
our high net worth and foundation clients embrace clarity and
simplicity. In a collaborative way, we help our clients craft durable
investment solutions. As your financial advisors we then implement
the investment plan always cognizant of the fact that it must be in
harmony with the clients financial and temperamental requirements.
Our job is to create an outcome that can be described as effective and
serene, i.e., a sense of sanctuary.
Having money is not the same
as hanging on to it, or growing it.
Your money should be organized in a way that supports your lifestyle,
not a template from a consumer finance magazine.
We have found that problems associated with money resolve when
people become clear about what they want in their financial
Financial planning is essential if you want to enjoy the rewards of your
hard work. Do you want to ensure that your children and
grandchildren are well provided for? Is philanthropy your passion? Our
job as your financial advisor is to help you create a hierarchy of needs
and assess the consequences of failure. Problem solved.
Non profit organizations
have their own dynamics.
There is generally a friction between the desire to put as much money
to work as possible in any given year and the need to build financial
reserves that will enable the work to continue in perpetuity.
If you are like most of the nonprofits we’ve worked with over the
years, your organization’s skills are probably geared to getting as
much money on the ground as possible.
Managing your investments and managing your organization require
different skill sets. Our job is managing investments in a way that
supports an organization’s initiatives with a minimum of staff time
We support your goals by providing turnkey solutions where your
investment funds earn income and achieve gains. This allows donors
and staff to devote time to grantmaking or providing services.
We provide traditional
Marked by simplicity and clarity for all your non-profit investment
needs. Below is the complete step-by-step process for a
comprehensive non-profit investing solution.
- Define Goals
- Develop an Investment Policy
- Establish Quantitative Objectives
- Recommend Appropriate Asset Allocation
- Recommend Investment Managers
- Conduct Investment Manager Interviews
- Provide Performance Measurement
- Coordinate and Attend Investment Reviews
The best thing money is going to do
for you is make your life a little more pleasurable
and give you some security. – Michael Stolper
Our methods are designed for families and foundations, not
modified from a pension fund platform.
We have client relationships throughout the country
representing high net worth individuals, retirement plans,
endowments, and foundations.
Stolper & Company is dedicated to providing the most
comprehensive financial investment services for its clients.
All of our staff members strive daily to accomplish our goal
of creating effective and serene financial and retirement
investment plans leaving our clients to enjoy
their financial sanctuary.
Client Relationship Summary
How long have you been in the business of
Michael Stolper founded the firm in 1975.
What is the minimum account size that you
What rate of return can I expect on
We strive for better than benchmark returns. We try to achieve the
optimal balance between high returns and low client anxiety.
Where will my securities be held?
We will choose the custodian based on administration
competence and cost.
How often will I get investment progress reports?
We will provide performance reports quarterly. Your custodian will
provide you with monthly statements.
How do you select the investment managers for
We assemble a short list of investment managers that have one
striking characteristic, they are in our studied opinion “moneymakers.”
Stolper & Company
2305 Historic Decatur Road, Suite 100, San Diego, CA 92106
We encourage you to call us: (619-231-9102) if you have questions
or you can email us according to your needs to
the following below:
Chief Investment Officer