Stolper & Co., Inc.

Stolper & Company provides investment management, manager selection, mutual fund selection, and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and other business entities. The firm offers asset-allocation arrangements that allocate client portfolios to subadvisers, provides investment consulting on a flat-fee basis at times, and operates a mutual fund selection program.

The firm evaluates and recommends investment managers and funds using factors such as investment record, longevity, philosophy, portfolio structure, fees, reporting and brokerage practices, and it monitors subadvisers it selects, retaining the ability to reallocate or terminate them. Accounts are reviewed at least quarterly with time-weighted performance reporting, and financial plans are produced using third‑party software (including eMoney) and may include Monte Carlo simulations.

Compared with peers, Stolper & Company manages a relatively large pool of client assets—approximately $615.7 million in total, with about $489.4 million managed on a discretionary basis—while serving a modest number of client relationships, which concentrates assets into larger accounts (the firm generally accepts accounts of $500,000 or households over $3 million). Its role as an intermediary that negotiates subadviser fees and limits financial planning services to clients who are, or expect to become, investment management clients are additional distinguishing features.