Stolper

Our Mission

At Stolper Asset Management, our mission is to deliver exceptional investment results while providing personalized service to our clients. We are dedicated to helping our clients achieve their financial goals by offering a range of financial planning and investment services tailored to their individual needs.

Our Services

We offer a comprehensive range of financial services designed to meet the unique needs of our clients. Our services include:

• Financial Planning: We work closely with our clients to understand their financial goals and objectives, and provide personalized guidance on how to achieve them.
• Retirement Planning: We help our clients plan for retirement by creating a customized strategy that takes into account their income needs, expenses, and investment goals.
• Investment Management: We offer a range of investment strategies and portfolios designed to help our clients achieve their financial objectives.
• Portfolios: Our portfolios are designed to provide a diversified mix of investments, while also considering our clients' risk tolerance and investment goals.
• Fixed Income/ Balanced: Our fixed income and balanced portfolios are designed to provide a steady stream of income while also growing our clients' wealth over time.

Our Team

At Stolper Asset Management, we believe that our people are our greatest asset. Our team of experienced professionals is dedicated to providing exceptional service to our clients and helping them achieve their financial goals.

Meet the Team

• Jon Stolper: Chief Investment Officer and Portfolio Manager
• Janet Miller: Office Manager
• Susan McDonald, CFA: Portfolio Manager and Research Associate

About Us

Stolper Asset Management was established in 1998 and is an independent Registered Investment Adviser based in Tulsa, Oklahoma. We serve both institutional and individual clients through equity and fixed income management services. We are dedicated to delivering superior long-term investment performance to our clients while successfully managing risk.

Our Approach

We employ a disciplined, value-based approach to investing, combining rigorous research and analysis with a long-term perspective. We believe that our focus on value and our rigorous investment process are key factors in delivering strong investment results for our clients.

Our Vision

Our vision at Stolper Asset Management is to be the leading investment management firm in the region, known for our exceptional service, innovative investment strategies, and commitment to our clients' success.