Stillwater Investing

Overview

Stillwater Investing is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves individual and family clients and acts as a capital allocator, combining portfolio management and financial planning with periodic hourly work. Its advisory scope reported on the ADV includes portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and delivery of educational seminars and written publications. The firm also identifies business activity as a CPO/CTA, which indicates involvement with commodity pool or managed futures structures. Stillwater Investing does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices