Stamper Capital & Investments, Inc.
High Net Worth Accounts (HNW)/Separately Managed Accounts (SMA)
●
"High-Tax-Bracket" Individuals & Companies, we have your answer:
● Our High Net Worth Clients get our municipal bond
(tax-free) portfolio management
in their own Separately Managed Private
Account ($1,000,000 minimum).
● Our High Net Worth, Private Account Clients, like our Mutual Fund Clients,
have
often achieved
High
Levels of Performance,
on an "absolute" basis
& on a "risk-adjusted"
basis - in other words, especially considering the risk (see below).
● Our Private Account Clients have achieved their
returns with a Low Risk approach:
Their Average
Credit Quality has been AAA/Aaa - Very High - over the past five years.
Their Interest Rate Risk has been Very Low - "effective duration" of under 2 years.
Even with those low
risk parameters, Our HNW Clients' "net returns" (after SCI fees)
have
Bested the Lehman Brothers three year municipal bond index
(which has no fees,
nor trading expenses) every year since 1995 (when SCI was founded)
except
three times & we have bested the annual return of the Morningstar
Municipal
Short Term Category every year
since 1995 (when SCI was founded) except once
(see below,
under the Composite Performance Returns & Profiles link).
● Our Client's strong performances have been
achieved principally because of:
SCI's
proprietary "upside potential/downside protection" investment
methodologies.
SCI's
proprietary investment systems.
SCI's
expert implementation and dedication to its Clients.
SCI is an institutional manager (rather than a retail broker).
Please review our website, especially noticing:
● Our
Client's Private
Account (1) Federal Tax-Free Composite Record, and
(2) Federal & California Tax-free Composite Performance Record:
Composite Performance Returns & Profiles
● The Benefits Our
Clients Receive from our High Net Worth,
Separate Account Management:
Benefits of Private Account Management
HNW Information & Frequently Asked
Questions
● Our
Clients' Mutual Fund management performance record (see
Performance tab)
easily verifiable
independently calculated and documented
since 1995 - over 13 years
● our
selected Press Clippings (see
SCI in
the News tab)
● our "upside
potential/downside protection portfolio management methodology"
(see
Investment Expertise
tab)
● our
Clients' Portfolio Manager Biography & experience
(same Fund since 1990;
see Clark Stamper's Biography)
If you have any questions or you want to have Stamper Capital manage
your High Net Worth Private Account, please call us at 949-673-5787,
toll free: 866-595-3967, or
send us an email at:
separatelymanagedaccounts@risk-adjusted.com. |