STILLWATER INVESTING

Overview

Stillwater Investing is a small, independent registered investment adviser that serves individual and family clients. The firm functions as a capital allocator and also lists CPO/CTA among its business activities, indicating experience with commodity pool or trading-advice functions in addition to more traditional advisory work. Its service menu includes financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, periodic publications, and investor education through seminars or workshops. Fee arrangements combine an asset-based percentage and hourly billing. The firm does not characterize itself as an ESG investor. Ownership is held by an individual principal and the adviser is not described as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices