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STAARPortfolioTM Management Services

We can provide Portfolio design and Discretionary Management of your personal or institutional portfolio(s). Managed clients may also receive value-added consulting on general financial planning, estate planning, business and organizational planning. Among the types of accounts we can manage:

For Individuals and Families:

For Institutions:

Because this is a personalized service and not a general informational subscription, it requires a separately signed agreement between you and STAAR Financial Advisors, Inc, and cannot be done online.

You can initiate this agreement by clicking here and downloading it (including our ADV “Brochure” disclosure document). Fill it out and mail with check payable to STAAR Financial Advisors, Inc. Once we receive it, and before we cash your check and execute the agreement, we will call you in order to introduce ourselves and get to know you and make sure this service is for you.

Or you can talk to us first by calling 412-367-9076 and mention that you are interested in the STAARPortfolios Management Services.