Portfolio Management

Stoker Ostler professionals adhere to the portfolio theory developed by University of Chicago economist Harry M. Markowitz who won a Nobel Prize in economics in 1990.  Like Markowitz, we believe that proper portfolio management incorporates an analysis of both the expected risks and returns, as measured statistically, to achieve optimum investment results. 

Wealth Management Services

By combining assets into efficiently diversified portfolios, investment risk can be reduced and the expected rate of return can be improved when investments with dissimilar price movements are combined in appropriate proportions.

While statistics play an important role in portfolio management, it is even more critical to consider the specific needs and circumstances of our client.  We work to gain an accurate understanding of your risk tolerance, your long-term plans and future needs and desires.  With this knowledge, we can best advise you and offer portfolio advice.  Whether your situation calls for an aggressive or conservative approach to portfolio management, Stoker Ostler professionals will establish a plan that helps protect and grow your wealth.

Stoker Ostler professionals will help you choose the portfolio style that best suits your needs, based upon your:

  • Age
  • Marital status
  • Family needs
  • Beneficiaries
  • Philanthropic desires
  • Business/employment situation, including retirement plans
  • Risk tolerance
  • Hopes, dreams and aspirations

Stoker Ostler is a trade name used by Stoker Ostler Wealth Advisors, Inc., a SEC registered investment adviser. BMO and BMO Financial Group are trade names used by Bank of Montreal.
Investments are: NOT A DEPOSIT - NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY - NOT GUARANTEED BY ANY BANK - MAY LOSE VALUE.

Copyright 2007–2017 Stoker Ostler Wealth Advisors, Inc.