Stellar Consulting

Stellar has developed a reputation for providing unbiased investment consulting services for retirement plan sponsors over the last 20 years, and in most circumstances, will serve Retirement Plan Sponsors as an Investment Fiduciary. Combining our expertise as a portfolio management firm with our understanding of the products and programs created for plan sponsors enhances our ability to sort through investment performance issues, multiple levels of cost, the differences between stated investment philosophies and actual investments, and the various levels of risk associated with investment selection. As consultants, we remain completely unbiased with regard to underlying investment managers, custodians, or administrators. We work for our clients and will accept fiduciary responsibility.

The cornerstone of the consulting philosophy is to provide a professional service which simplifies the duties, and help mitigate the risk of the maintaining a corporate retirement program. This is accomplished by providing specialized advice and guidance regarding manager selection, monitoring and measurement, and replacements or additions to a plan offering where appropriate. The firm is dedicated to understanding each client's situation and objectives and creating a solution that will help plan sponsors meet their objectives.

For ERISA governed relationships, Stellar Capital Management operates as a Section 3(38) advisor. Through the affiliated relationship with Section 3(21) adviser, Plan Sponsor Services, retirement plan sponsors can typically improve their abilities to manage cost, improve performance, and distribute the fiduciary responsibility associated with employer-sponsored retirement plans. Click on the Plan Sponsor Services logo below for more information about those services.