Stillwater Investment Management is a fee-only, independent advisory firm located in Stillwater, Minnesota along the shores of the historic St. Croix River. We are an independently owned and managed investment advisory firm registered with the Securities and Exchange Commission. Our mission is to restore the philosophy of the traditional Family Investment Counseling Office by acting as a fiduciary as well as a financial advocate on behalf of our clients. The family office business model provides for effective intergenerational planning, greater asset control and flexibility, a higher degree of coordination among tax, legal and administrative duties, lower administrative costs, and the subsequent reduction in conflicts of interest.
We specialize in a balanced approach to investment management which seeks to achieve a competitive risk-adjusted return through disciplined asset and sector allocation, dividend reinvestment and periodic rebalancing. Importantly, we value a collaborative relationship with our clients and emphasize open communication with a superior level of personalized service.
“Our unique value proposition is to restore the highly regarded philosophy of the traditional family investment counseling office and offer this valuable service to those individuals and families not in a position to establish their own. We act as their fiduciary as well as their financial advocate.”