How long have you been in the business of investment management?
Michael Stolper founded the firm in 1975.
What is the minimum account size that you will manage?
$3 million.
What rate of return can I expect on my investments?
We strive for better than benchmark returns. We try to achieve the optimal balance between high returns and low client anxiety.
Where will my securities be held?
We will choose the best custodian for you; it can be a bank or brokerage firm.
How often will I get investment progress reports?
We will send performance reports quarterly. Your custodian will provide you with monthly statements.
How do you select the investment managers for my funds?
We assemble a short list of investment managers that have one striking characteristic — they are "moneymakers."
