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Robert Stephen Capital Managment LLC

WELCOME

Robert Stephen Capital Management LLC is a dba of Streeter Moore and Stipe LLC which is a SEC Registered Investment Advisor specializing in financial planning and investment management. Our underlying philosophy is evident during the client process - identify "risk".  Understanding "risk" enables us to develop comprehensive, cohesive financial and investment strategies that allocate assets toward preserving, growing and/or providing lasting wealth for our clients.
 

Our firm is committed to making certain that any and all presented solutions are client-driven and never product-steered.  We are able to accomplish this by being "truly" independent - work with multiple investment custodians and independent providers.  Our loyalty belongs exclusively to our clients. 
 

We invite you to tour our website, where you will find additional information on our risk-first methodology and a wealth of information in the form of newsletter articles, calculators and research reports.

Offers practical holiday shopping tips to save time and money.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

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Estimate the future value of your current savings.

Compare the potential future value of tax-deferred investments to that of taxable investments.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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