STM Asset Management LLC

Overview

STM Asset Management LLC is a small, fee-based advisory firm that manages portfolios for individuals, families and institutional clients. The firm emphasizes equity exposure, using exchange-traded equities and ETFs as the primary building blocks across client accounts. Advisory services include discretionary portfolio management for individuals and small businesses as well as for businesses and institutions. STM also operates as an insurance broker and provides accounting-related services, which suggests integration of investment management with insurance and tax or reporting advice. Decision-making appears centered on equity-oriented strategies delivered on a discretionary basis, with mutual funds used selectively and a targeted allocation to real estate through third-party managers for diversification. STM is not positioned as an ESG-focused manager and is not classified as a multi-state adviser.

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Public Holdings

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Location & Offices