FAQs
Michael Stolper founded the firm in 1975.
We strive for above benchmark returns. We try to achieve the optimal balance of high returns and low client anxiety.
We will recommend the custodian based on administration competence and cost.
We specialize in helping families that are planning to buy a home in San Diego. However, we believe most families with investable assets above $500,000 and/or household income above $200,000 could benefit from our financial planning and investment management services. If our investment and planning philosophy resonates with you, we encourage you to reach out to us.
Our process includes identifying managers that have a sound philosophy, a record of strong performance, a repeatable process, reasonable fees, and appropriate risk for your portfolio.
We have clients nationwide. We will work with clients virtually or however is most convenient.