Overview

Stellar Capital Management focuses on portfolio management of stocks and bonds, and providing fiduciary level advice to participant directed retirement plan sponsors. Portfolio management is our product, and a combination of internal research and external research is used to drive asset allocation, sector & industry weighting, and individual security selection. Investments are focused on well positioned companies within their respective industry, which clear our proprietary valuation matrix,

We have built an excellent long-term reputation in the industry and a have solid back office to support future growth. We are looking to add like minded professionals with a self supporting books of business, or to integrate an entire firm with ours. The firm's investment process is investment committee driven, and being a part of the firm requires an appreciation and respect for other people's views and opinions, and an investment process that has stood the test of time.

Local, regional and national opportunities will be considered.

Steve Taddie
Managing Partner
___
___-___-____

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred