Stoker Ostler

Stoker Ostler is a company operating under the trade name Stoker Ostler Wealth Advisors, Inc., an SEC registered investment adviser. The company's slogan "Personalized wealth management solutions for life's financial journey" reflects its commitment to offering tailored wealth management services. Established in 1997, Stoker Ostler emphasizes a personalized approach, collaborating closely with clients to plan, grow, and safeguard their wealth throughout their lives. The team is comprised of financial planners, operations and process analysts, investment analysts, senior operations specialists, and portfolio managers, enabling them to provide a robust array of services, including trusts, endowments, pensions, mutual funds, and institutional investing within the Financial Services, Insurance, and Wealth Management industries. While specific location and recent investments are not disclosed, the company's comprehensive suite of services and its longstanding presence in the industry position Stoker Ostler as a reputable player in the wealth management sector, garnering potential interest from venture capital firms seeking to invest in established financial service providers.