STOLZ & ASSOCIATES, PS

Overview

Stolz & Associates, Ps is an independent registered investment adviser that serves individual and family clients through fee-based portfolio management and financial planning. The firm emphasizes public funds and pooled vehicles as the core of client portfolios while using ETFs and mutual funds to implement broad market and factor exposures. Its filings show a clear preference for systematic, fund-based solutions rather than a portfolio made up largely of individual stock picks. The adviser offers both discretionary and non-discretionary portfolio management for individuals, small businesses and institutional clients, and provides pension consulting services. ESG is not a stated focus. Investment activity indicates a core-satellite approach: public funds/ETFs supply the foundation, and select external managers and product wrappers are added for diversification and income solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices