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Home > Financial Services > Stock Brokers > Stolper & Co.

Stolper & Co.

Stolper & Co. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

Since the founding of Stolper and Company in 1975 they have had a very simple business premise. The array of investment services provided to large pension funds has not been available to affluent families and private foundations. They have served this community for more than a quarter of a century and understand well the issues unique to family systems. The Company methods are designed for this community, not modified from a pension fund platform. Their San Diego-based firm oversees approximately $2 billion. They have client relationships throughout the country representing high net worth individuals, retirement plans, endowments, foundations and charities.

Effective investing keeps things serene for your family and your foundation. Their job is to create a platform that supports your passions whether they are collecting art, restoring wetlands, or traveling the world. Stolper and Company primarily serve two types of clients, individuals and nonprofit organizations. Your money should be organized in a way that supports your lifestyle, not a template from a consumer finance magazine. They have found that problems associated with money resolve when people become clear about what they want.

The Company helps you create hierarchy of need and assess the consequences of failure. Problem solved. When your wish list is sorted out, the next step is investing in a way that doesn’t conflict with your own ethics about money. Their responsibility is to help you create a world of your choosing; with economic tradeoffs clear from the outset managing your investments and managing your organization require different skill sets. Their job is managing investments in a way that supports an organization’s initiatives with a minimum of staff time and expense. Stolper supports your goals by providing turnkey solutions where your funds earn income and achieve gains. This allows donors and staff to devote time to grant making or providing services.

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