A Different Kind of ROI
Since the beginning, Tim Merrill and Greg Nelson decided they were not going to measure success by revenue or assets under management, but by how many people they could help on the journey to meeting individual and family financial goals. It wasn’t about the value of their book of business, but the relationships they developed and lives they could improve. Star Capital believes a Return on a Relationship is the catalyst for a Return on Investment.
Filling a Need
Star Capital is determined to fill a need that is absent in comprehensive financial planning: Financial advisors cannot offer both planning and money management services effectively to clients. Their business model is: 1. Provide intelligent financial advisors that understand they should not try to cover both planning and money management services. 2. Equip their advisors with resources not typically available to them for best-in-class investment advice.
Star Capital provides wealth managers and their clients access to the investment fund decision-makers. Tim, as the money manager, affords them the opportunity to speak to him directly to assure goals for the advisor’s client are in alignment with Star Capital’s portfolio. This access, combined with cutting edge technology, presents full transparency.
Star Capital is a Registered Investment Advisory (RIA) firm. The firm, by virtue of
the RIA business model, is mutually vested in the success of their clients. Star Capital does not charge commissions, but only applies management fees to assets under management. This compensation structure is mutually beneficial because when their clients make money, Star Capital makes money. The firm is rewarded by an organic increase in compensation by a percentage based on the client’s total assets.
Technology with a Pulse
Star Capital’s investment aggregation and tracking software communicates to the investor daily performance updates and key investment decisions. The management software has the capability to consolidate all investment accounts for clients, including accounts not managed by Star Capital comprising: 401k company plans, annuities, and insurance coverage – all your investments in one place.