Wealth Management
Stellaris Investments provides comprehensive wealth management that extends beyond portfolio construction. We serve as a single point of accountability for the full complexity of your financial life — coordinating investment management, estate planning, philanthropy, and generational wealth transfer under one unified strategy.
Holistic Financial Coordination
True wealth management requires coordinating across investment management, tax strategy, estate planning, insurance, and philanthropy. Our advisors work alongside your existing accountants, attorneys, and trustees — or can refer you to vetted professionals in our network. We act as the central coordinating intelligence for your entire financial ecosystem.
Portfolio Construction & Management
Your portfolio is constructed from a combination of individual securities, Stellaris-managed funds, and third-party managers selected through our rigorous due diligence process. We apply factor-based overlays to manage systematic risk exposures and use tax-loss harvesting systematically to improve after-tax outcomes.
Reporting & Transparency
Clients receive consolidated reporting across all accounts on a monthly basis, with interactive dashboards available in real time through our client portal. Performance attribution, fee transparency, and benchmark comparisons are presented clearly. We never obscure costs or attribute performance to factors outside our control.
Generational Wealth Planning
For clients with multi-generational wealth objectives, we facilitate family governance structures, establish educational trusts, and design giving strategies that minimize estate tax exposure. We work with family offices ranging from $20M to $500M+ in assets and have deep expertise in complex trust and estate situations.
Important Disclosure: Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. The information presented here is for informational purposes only and does not constitute investment advice. Please consult your Stellaris Investments advisor before making investment decisions.
Key Metrics
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