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Stamper Capital & Investments, Inc.'s
Performance

"High-Tax-Bracket" Individuals, we have your answer:

Our Tax-Free Municipal Bond, Mutual Fund Clients have often received
top levels of "absolute" & "risk-adjusted" performance according to Morningstar & Lipper for 3 years, 5 years, 10 years & overall - since Stamper Capital (SCI) was formed in 1995* -
take a look:

                             Morningstar & Lipper Performance Rankings
                             Morningstar Risk-Adjusted Star Ratings
                             Morningstar Tax Efficiency Rankings

 

Our "Separately Managed, High Net Worth Accounts" ($1,000,000 minimum)
have "Bested" the Morningstar Muni Short National Category Average every year since
1995 (when Stamper was founded) except for 2002 - (under the Annual Bar & Table Tabs) -
Take a look:

         Our High Net Worth (HNW) Separately Managed Accounts (SMA):

                             1). Federally tax-free

                             2). Federal and California-state tax-free.

 

We are committed to being the best fixed-income tax-free municipal bond manager for Our Clients.  We are especially trying to achieve the best total return performance per amount of risk taken and per amount of risk measured - the best "risk-adjusted" performance - for Our Clients.

*Independently calculated by Morningstar;  be sure to also look at Our Clients' High Net Worth, Separately Managed Account performance.