STOLZER ROTHSCHILD LEVY LLC

Overview

Stolzer Rothschild Levy LLC is an independent registered investment adviser that works with both high-net-worth individuals and institutional clients. The firm combines financial planning and portfolio management with insurance brokerage capabilities, using a fee mix of AUM-based and hourly billing. Investment implementation leans heavily on pooled public vehicles — primarily mutual funds — and separate managed account (SMA) structures, with a meaningful discretionary mandate across client portfolios. Advisory services explicitly include portfolio management for individuals, small businesses and institutions, financial planning, and pension consulting. Strategically, the firm favors diversified public fund exposure as the core building block of client portfolios while selectively allocating to third‑party real estate strategies as an alternative sleeve. That mix suggests a tilt toward multi-manager solutions and outsourced managers for specialty exposures rather than a heavy program of direct single-stock activism or proprietary active trading.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices