Stillwater Investment Management’s Strengths

We are a relationship driven investment firm established to offer our clients a “back to the basics” approach to the management of investments, supported by the expertise of our accredited team. Our purpose is to provide our clients with a superior level of personalized service and abide by the highest ethical and professional standards instituted by the industry.

Our Strengths:

  • Objectivity – We provide complete and unbiased advice with no conflicts of interest.
  • Safety/Accuracy  – We use third party custodians and reconcile accounts daily with our state-of-the-art portfolio accounting system.
  • Privacy – We do not publish or disclose our client list. We guarantee complete confidentiality.
  • Firm Ownership – We are owner-managed with a vested interest in the quality of our service.
  • Technology – We use leading edge technology to manage accounts and serve our clients.
  • Experience – We are a respected team of investment professionals.