Stockman Asset Management is an SEC-registered advisory firm specializing in equity and fixed income investment management. Assets under management exceed $1.1 billion. We structure high quality portfolios based on each individual client’s goals. Our disciplined approach and one-to-one service sets our organization apart.
The services we provide include fee-based, discretionary investment management and asset/liability management for financial institutions, corporations, municipalities, retirement plans, endowment funds, and individuals.
Our Philosophy
Equities
- Conservative, disciplined approach
- Focus on well established blue chip companies -- Emphasis on companies with history of earnings and dividend growth, strong cash flow, and strong balance sheets.
- Preservation of capital a primary objective
- Manage and control risk -- Proper diversification and fundamental analysis of the companies we own.
Fixed Income
- Conservative, total return approach
- Preservation of Capital -- In depth research of every credit prior to purchase and continual credit review.
- Liquidity Management -- Understand client's liquidity needs and properly structure the portfolio.
- Maximize Earnings -- Monitor markets for opportunities presented by changing interest rate environments. Tax efficient products are used in a case-by-case basis.
Our Clients Include
- Individuals
- Foundations and Endowments
- Corporations
- Retirement Plans
- Financial Institutions
- Municipalities
More Information
Ron O'Donnell, Eric Vermulm and Pat Angland are executive portfolio managers, and Bart Aby is Marketing Director for Stockman Asset Management. They may be reached in our Billings office:
Stockman Asset Management
2700 King Avenue West
PO Box 80850
Billings, Montana 59108
(406) 655-3960
Contact Stockman Asset Management
Not FDIC Insured / No Bank Guarantee / May Lose Value