Stolzer Rothschild Levy LLC

Stolzer Rothschild Levy LLC provides wealth management and retirement plan advisory services to individuals, high‑net‑worth families, trusts, charitable accounts, and other advisers. The firm offers asset selection and allocation, fiduciary and consulting services for defined benefit and defined contribution plans, and may serve as a sub‑advisor to other advisors.

Investment decisions are driven by a global, top‑down framework that combines quantitative screening and qualitative assessment (using sources such as FactSet and Morningstar) and employs portfolio optimization tools to position client portfolios on an efficient frontier. Holdings commonly include mutual funds, ETFs, equities and bonds, with a generally long‑term orientation and many assets held in participant‑directed retirement plan vehicles.

A distinctive feature is that the firm and certain related persons are licensed insurance agents and may occasionally sell insurance or annuity products for commissions, a potential conflict the brochure discloses and addresses (including not charging asset‑based advisory fees on the same insurance assets unless agreed). The firm also provides pension consulting, can act as a sub‑advisor (including compensation arrangements with other advisers), and operates under alternate business names for some services, resulting in advisory and referral relationships that extend beyond typical offerings of similarly sized firms.