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.
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 investments.
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.
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.
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.
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.
Michael Stolper founded the firm in 1975.
We strive for better than benchmark returns. We try to achieve the optimal balance between high returns and low client anxiety.
We will choose the custodian based on administration
competence and cost.
We will provide performance reports quarterly. Your custodian will provide you with monthly statements.
We assemble a short list of investment managers that have one striking characteristic, they are in our studied opinion "moneymakers."
750 B Street, Suite 1750 San Diego, CA 92101
We encourage you to call us: 888.STOLPER (888.786.5737) if you have questions or you can email us according to your needs to
the following below: