Investment Management

Strategic, cost-conscious investing tailored to your goals.

Cost-Conscious

We prioritize a cost-conscious approach, focusing on low-cost strategies to help keep more of your money working toward your goals. Small savings today can contribute to meaningful progress in your long-term financial plan.

How we help stay Cost-Conscious...

Competitive Fees: Stalt’s advisor fees start below 1% and decrease as the amount you invest with us increases, aiming to keep your costs low.
Low-Cost Investment Options: We offer ETF options, which typically have lower fees and can provide diversified market exposure.
Portfolio Fee Review: We review your current portfolios to identify any unnecessary fees, helping you manage costs efficiently.

Tax Aware

We employ tax-aware strategies to help minimize taxes and support growth. Through tax-efficient investing, asset location, and strategic withdrawals, we aim to help you retain more of what you earn, allowing your wealth to grow effectively.

How we help stay Tax Aware...

Tax-Efficient Strategies: We design portfolios that aim to minimize taxable events, helping you keep more of your returns.
Tax-Loss Harvesting: We can implement tax-loss harvesting strategies to offset capital gains, potentially reducing your tax burden over time.
Asset Location: We strategically allocate assets between taxable and tax-advantaged accounts to maximize tax efficiency based on your individual situation.

Informed

"Smart investment decisions start with informed insights. We leverage data, research, and experience to create strategies based on analysis rather than speculation, so each decision is intentional and tailored to your financial circumstance.

How we keep you informed:

Data-Driven Decisions: Our portfolio managers leverage current market data and research to guide investment strategies, supporting informed decision-making.
Transparent Communication: We offer clear, straightforward information about your portfolio to help you understand the rationale behind investment choices.
Ongoing Education: We equip you with knowledge to stay informed in your financial decisions, providing regular insights and updates on market trends and strategies.

Collaborative

Effective investment strategies arise from collaboration. We work closely with you to build a portfolio that aligns with your goals. As your life changes, we adjust your plan to help keep you on track.

How we collaborate with you:

Partnership in Planning: We work closely with you, developing an investment strategy shaped by your input and financial goals.
Shared Decision-Making: Our process involves open communication and collaboration, allowing you to stay actively involved in portfolio choices.
Continuous Feedback Loop: We review your progress and make adjustments based on your evolving needs and feedback.

Tailored

We tailor portfolios based on your individual risk tolerance and long-term objectives. We set realistic expectations and align investment strategies with your financial goals, helping to guide you through market fluctuations

How we tailor your investment strategy:

Personalized Approach: We collaborate with you to build an investment strategy that aligns with your individual financial goals and circumstances.

Goals-Based Portfolios: Your portfolio is structured to reflect your specific ambitions, helping to support your overall financial objectives.

Adaptive Strategies: As your life and financial situation evolve, we adjust your portfolio to keep it aligned with your changing goals.

All investments involve risk, including the possible loss of principal. Past performance does not guarantee future results. The information provided is for educational purposes only and should not be construed as financial, legal, or tax advice. Investment strategies should be based on individual financial goals, risk tolerance, and time horizon. Please consult with a licensed financial advisor before making any investment decisions.

Our Platform

Innovative Solutions Backed by SEI's Global Platform

We believe in embracing innovation and diverse perspectives to deliver better solutions for our clients. That’s why we leverage SEI Investment Co.’s global platform—offering a range of tools and resources, including access to trust accounts and ETF strategies, designed to support diverse wealth management needs.

Through SEI’s platform, we provide clients with secure options for managing assets in trust accounts, ensuring your wealth is managed and distributed according to your wishes. SEI’s portfolio strategies offer diversified, cost-conscious investments, tailored to your risk tolerance and financial objectives.

By utilizing SEI’s robust platform, we combine collective knowledge with cutting-edge financial technology to offer personalized solutions. For high-net-worth individuals with nuanced needs, this approach empowers us to deliver strategies that address complex financial challenges, from tax efficiency to estate planning. While we draw on SEI’s resources, all investment decisions are made with your best interests in mind—though we cannot guarantee future performance.

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