Our Approach
Core Values
Stillwater Investing prides itself on acting with integrity and transparency. If we think something is a bad idea, we will tell you. Our job is to be your partner, not your best friend, and we feel that padding the truth will punish you in the long term. If you ask us a question, we will give you our honest opinion whether it’s what you want to hear or not. This approach is what allows us to be your “rock” in volatile times. When the seas get rough, we will be by your side with a clear head. With a foundation based on integrity and transparency, we intend to earn your trust over a lifetime as we manage your financial goals.
Complexity Made Simple
Investing has such serious risks and ramifications that it's not something you want to do as a hobbyist. Our approach to investing is simple, but that doesn't mean we are. Complex understanding is often required to identify simple solutions, and we have dedicated our lives to figuring out the intricacies of investing. In addition to having a broad knowledge base, we use our understanding of the global economy and financial markets to give you accurate advice related to current events.
Strategic Partners
Stillwater Investing utilizes Interactive Brokers, which has won Barron's awards for best broker and/or online broker between 2018 and 2022. This collaboration will enable Stillwater Investing to employ Interactive Brokers' advanced trading technology, competitive pricing, and expansive range of investment offerings. Stillwater is “broker neutral”, meaning we choose whatever broker is best for our clients.
Stillwater Investing has also partnered with Dimensional Fund Advisors, giving you access to mutual funds that are not available to the public. These mutual funds can be selected based on factors like sustainability, social responsibility, equities, real estate, and global allocations. We do not make a commission on these funds, and we offer them solely for your benefit.
