Stolper Asset Management, established in 1998, is an Independent Registered Investment Adviser based in Tulsa, Oklahoma. The firm serves both institutional and individual clients through equity and fixed income management services. We are dedicated to the goal of delivering superior long-term investment performance to our clients while successfully managing risk.
An important element of our business is the firm’s managed equity programs, run on behalf of our clients on a discretionary basis. We exclusively make the investment decisions for the equity portfolios and, in doing so, employ a disciplined, value-based approach through the application of objective and diligent analysis. The firm currently manages two equity programs: The Equity Value Portfolio and The Equity Income Portfolio.
We measure our success based on a process that targets long term results. The performance of our Equity Value Portfolio compares favorably over longer periods to both the Standard & Poor’s 500 Index (an unmanaged index of 500 widely held stocks generally considered representative of the U.S. stock market). The Equity Income Portfolio was introduced in September 2010 and the firm monitors and tracks its performance.
For more information on our equity and fixed income portfolios and services, as well as performance data, please visit our Portfolios page.
*Past performance does not guarantee future results.
Meet the Team
Jon StolperRead Bio
Sandra BullockRead Bio
Susan McDonald, CFARead Bio
Russell Gehring, AAMS®Read Bio