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Our investment committee selects investments using a disciplined, thorough screening process, by weighing each position within the portfolio model relative to its specific purpose, risk, and potential return metrics. Once selections are made, the portfolio and every position within it are regularly and meticulously monitored, reallocated, and sold as necessary to maximize gains, reduce risk, and protect the underlying investment capital.
Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the STA team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!