As a Registered Investment Advisor (RIA), STA is free to structure a completely objective investment portfolio using ETFs, Mutual Funds, or individual securities such as stocks and bonds.
Objectivity: As an RIA firm, our only loyalty is to our clients. We do not have sales quotas or pressure to push proprietary products for any fund company or bank.
Fee-Only: We don’t charge commissions, sales charges or have hidden fees. We charge either by the hour, a flat fee or as a percentage of the assets managed.
Transparency: STA utilizes independent custodians as third parties to custody all client assets providing accountability and openness.