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 investment programs, run on behalf of our clients on a discretionary basis.
We exclusively make the investment decisions for the portfolios and, in doing so, employ a disciplined, value-based approach through the application of objective and diligent analysis.
We measure our success based on a process that targets long term results.
For more information on our equity and fixed income portfolios and services, please visit our Portfolios page.
Meet the Team
Jon Stolper
Chief Investment Officer and Portfolio Manager / Stolper Asset Management Financial Advisor / Raymond James Financial Services, Inc.
jon.stolper@raymondjames.comSusan McDonald, CFA
Research Director and Portfolio Manager / Stolper Asset Management Branch Associate / Raymond James Financial Services, Inc.
susan.mcdonald@raymondjames.com