How does the advisor help clients – Key Takeaways:
One of the top independent boutique investment and wealth management firms in the industry, STAMPER CAPITAL & INVESTMENTS, INC. offers a wide array of financial services to their diverse range of clients. Founded by financial expert, John Stamper, the firm has over 25 years of experience in the financial industry and prides itself on providing personalized and comprehensive financial solutions. With a team of highly qualified and experienced financial advisors, STAMPER CAPITAL & INVESTMENTS, INC. strives to help their clients achieve their financial goals and secure their financial future.
Facts and Insights
Founded in 1995, STAMPER CAPITAL & INVESTMENTS, INC. has been in the financial industry for over 25 years. The firm has over $500 million in assets under management and boasts a team of 10 financial advisors. With their commitment to providing personalized and comprehensive financial solutions, STAMPER CAPITAL & INVESTMENTS, INC. has built a reputation as a trusted and reliable financial advisor.
The firm takes a holistic approach to financial planning and investment management, taking into consideration their clients’ unique financial goals, risk tolerance, and time horizon. Their dedication to understanding their clients’ needs and goals allows them to provide tailored solutions that suit each individual client.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | over 25 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
- Wealth management
Client Types
STAMPER CAPITAL & INVESTMENTS, INC. works with a diverse range of clients, including high net worth individuals, families, and businesses. Their team of financial advisors has the expertise to cater to the unique needs of each type of client and provide tailored financial solutions.
Fees & Compensation
As an independent boutique firm, STAMPER CAPITAL & INVESTMENTS, INC. is not tied to any specific products or services, allowing them to act in the best interest of their clients. Their fees are transparent and are based on a percentage of the assets under management. This fee structure aligns their interests with their clients’ and ensures that they are working towards the same goals.
Background
The founder of STAMPER CAPITAL & INVESTMENTS, INC., John Stamper, is a highly experienced and knowledgeable financial advisor with over 30 years of experience in the financial industry. He holds a Bachelor’s degree in Finance from a top university and is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Investment Management Analyst (CIMA). His expertise and experience are the driving force behind the firm’s success and reputation.
Financial Advisor Disclosures to Know
- STAMPER CAPITAL & INVESTMENTS, INC. is a registered investment advisor.
- The firm has a fiduciary duty to act in the best interests of their clients.
- There have been no disciplinary actions or sanctions against the firm or its advisors in the past 10 years.