Services
Custodian Relationship with Charles Schwab
Stillwater Capital Management uses Charles Schwab as the independent custodian for their clients. This arrangement is important because the custodian, functioning as a financial institution similar to a brokerage firm or bank, securely holds clients' securities to prevent loss or theft. One of the custodian’s main functions is to provide independent reports regarding all activities in your account. These reports are presented through monthly account statements and trade confirmations, which our clients directly receive from Charles Schwab, the custodian. Additionally, all monetary deposits and checks made into your account are made payable exclusively to your Charles Schwab account.
Stillwater Capital Management comprehends the vital role an independent custodian plays in safeguarding our clients’ capital. This understanding prompted our decision to partner with Charles Schwab to fulfill this essential role, ensuring the utmost security and protection for our clients' investments.
Services we provide
Goal Based Wealth Management Planning
Portfolio Management
Family Office Management
Generational Wealth Management
Concierge Style Money Management
Retirement Planning
Trusts
Endowments
Foundations
Non-Profits
Insurance and Annuities
401(K)
403(B)
Simplified Employee Pension (SEP)
IRA (Tradition and Roth)
Custodial IRA’s
Defined Benefits
Tax Smart Strategies
Bilingual (Spanish)
Coordination of Services
We work with our client’s tax professional, attorney, insurance broker, and other professionals to ensure our client’s needs are met to the best of our abilities.