Our Partners

Peavine Capital
Stillwater, in collaboration with its investment manager, Peavine Capital, offers a seamless and highly strategic investment solution that balances sophistication with simplicity. Through Peavine Capital’s institutional-grade management, Stillwater provides access to professionally curated portfolios designed to meet today’s investors’ evolving demands. Peavine’s deep expertise in asset management and commitment to rigorous due diligence allows Stillwater to deliver robust risk-adjusted returns while maintaining transparency and ease of access for clients. This partnership ensures that investors benefit from a high level of fiduciary oversight, operational efficiency, and performance optimization, all wrapped in a streamlined solution catering to sophisticated institutions and individual investors seeking clarity and control. Learn More

Mutual Advisors
Successfully managing an advisory practice involves significant effort and resources, so we rely on Mutual to help us operate efficiently. Mutual provides us with comprehensive compliance support, advanced technology solutions, and assistance with administrative tasks, allowing us to focus on our core business.
Instead of hiring an in-house team to manage these functions, we trust Mutual to handle them. Their expertise and experience working with other advisory groups like ours enable them to deliver services at a level that we couldn’t achieve independently.
Moreover, Mutual connects us with other advisory groups nationwide, facilitating the sharing of best practices, collaboration on strategies, and continuous improvement of our services. Through these connections, we stay updated on industry trends and developments, ensuring we provide our clients with the highest level of service possible. Learn More

Fidelity
We collaborate with various investment and insurance providers, but our primary choice is Fidelity Investments for holding client assets.
Fidelity provides a broad selection of investment products with competitive fees, a user-friendly technology platform, and outstanding customer service.
Our decision to partner with Fidelity underscores our commitment to offering our clients access to the best investment tools and resources.