Stillwater Investments

Overview

Stillwater Investments operates as a sole proprietorship and is registered as an independent registered investment adviser. The business is owned and run by an individual and serves primarily individual and family clients. Its advisory mandate centers on financial planning and portfolio management for individuals and small businesses, and it charges clients on a percentage-of-assets-under-management basis. The firm does not identify as an active ESG investor, does not operate as a capital allocator, and is not positioned as a multistate or pension consultant adviser. Services and regulatory classifications indicate a small, focused advisory practice rather than a multi-adviser or multi-product platform.

Assets & Accounts

Investments & Alternatives