Advisor at Stamper Capital & Investments, Inc.
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Firm
Stamper Capital & Investments, Inc.
Location
Capitola, CA
Credentials
Series 63, Series 65
Industry experience
15 years
Bruce Stamper is the principal of Stamper Capital & Investments, Inc. in Capitola, CA, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Stamper Capital & Investments since 1995. Stamper Capital & Investments specializes in investment supervisory services focused exclusively on municipal bond accounts for high-tax-bracket individual investors and institutional clients. The firm employs a proprietary investment process that combines fundamental, technical, and cyclical analysis with a value-contrarian approach.
$0 - $1,000,000: 0.50% $1,000,000 - $3,000,000: 0.40% $3,000,000+: 0.30%
Account minimum: $250,000 Fee-only: Fees are based solely on a percentage of assets under management; no commissions or other fees accepted.
Capitola, CA
California
Stamper Capital & Investments, Inc.
1995 - Present (31 years)
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