Since our group’s founding in the 1950’s by David Stulberg, we have guided families and institutions of considerable wealth through the most volatile of market cycles. Our extreme focus on risk has helped clients preserve assets and make smart decisions during inevitable periods of market declines. This intense focus on risk and proactive investment management has enabled our relationships to endure throughout both generations of family and multiple market cycles.The Stulberg Group has been entrusted with over $3.5 billion in assets (as of April 2024) with a goal of simplifying the financial affairs of our clients. We achieve this through managing cash flows, constructing diversified investment portfolios, helping with financing/banking needs, and providing generalized estate planning strategies.While investing in the markets is an exercise filled with unknown variables, we constantly strive to navigate them with integrity, conservatism, conviction and collaboration. We seek to establish long term relationships across generations driven by management of wealth on a truly personalized basis.*Banking and Financing Services are through Bank of America, N.A.
A hallmark of our investment strategy is rooted in both patience and conviction. We believe owning assets requires both these traits, which when held in concert with our value-based discipline, allow our clients to navigate through periods of volatility without sacrificing permanent loss of capital. Simply stated, our goal is to help clients filter out near term volatility and noise related to uncontrollable market events, while keeping an eye on long term secular trends and investment goals.Unlike other manager strategies which create whipsaws from selling when the market is under pressure and buying when ebullient, we seek to avoid trading positions frequently. Rather than reducing equity positions when equity markets weaken, we believe broad based volatility and downward market corrections provide opportunities to acquire assets at more reasonable valuations. Summed up, we would rather sell on strength than on weakness. When identifying investment opportunities, we constantly stress-test our investment thesis and adjust when appropriate. It is this iterative process which drives us to continuously compare the risk of owning each asset versus alternatives and/or cash.# Individualized ProcessThe Stulberg Group tailors portfolios on a custom basis for each client. Simply put, what may be appropriate for some clients at one particular time may not be for others. While we may utilize custom equity and total portfolio models across some portfolios, we always do so beginning with the risk profile and goals of each individual client.When purchasing securities we place significant emphasis on the valuation paid for the asset, a metric which is constantly changing. As such, we operate with flexibility on a one-off basis for many transactions, which over time creates a diversified portfolio of opportunistically acquired assets.##### *Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.
CFP®, CPFA®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
