Stellar Capital Management Joins
HoyleCohen Wealth Management
San Diego, CA. September 1, 2020 – Stellar Capital Management, LLC (“Stellar”), a registered investment adviser in Phoenix, Arizona, joins HoyleCohen, LLC (“HoyleCohen”), a wealth management firm based in San Diego, California as of September 1, 2020. The combined firm manages roughly $2.4 billion in client assets.
Stellar was co-founded in 2000 by Stephen Taddie and Richard Stern to provide sophisticated investment management services to high net worth individuals, and more recently 401(k) plan sponsors, across Arizona and on the West Coast. Steve and his team will leverage HoyleCohen’s scale and professional resources to provide broader investment management and financial planning capabilities throughout Arizona and the surrounding areas.
“Our team has focused on delivering strong investment management results for the last twenty years,” said Stephen Taddie, Managing Partner of Stellar. “Over time, client needs have evolved to include services that we did not offer internally. Combining Stellar’s core strengths with HoyleCohen’s breadth of services addresses those expanding needs while deepening the bench of professional talent available to our staff and clients.”
“Our firms are like-minded and share a passion for putting clients’ interests first,” said Mark Delfino, Managing Director of HoyleCohen. “Stellar’s deep investment management expertise complements our core capabilities. This combination will allow us to offer an even more robust set of wealth management services to all clients, which is especially important during volatile and uncertain times like these.”
About HoyleCohen, LLC
HoyleCohen offers comprehensive wealth management services, including investment management as well as retirement, estate, tax, insurance and legacy planning. HoyleCohen’s holistic approach and deep expertise help clients make well-informed decisions and address a myriad of wealth-related needs throughout their lifetimes. HoyleCohen’s investment platform offers clients unique combinations of strategies depending on their circumstances and preferences. For more information, please visit www.hoylecohen.com.
Cautionary Note Concerning Forward-Looking Statements
This release contains certain forward-looking statements that reflect HoyleCohen’s current views with respect to certain current and future events. These forward-looking statements are and will be, subject to many risks, uncertainties and factors relating to HoyleCohen’s operations and business environment, including, without limitation, uncertainty surrounding the current COVID-19 pandemic, which may cause future events to be materially different from these forward-looking statements or anything implied therein. Any forward-looking statements in this release are based upon information available to HoyleCohen on the date of this release. HoyleCohen does not undertake to publicly update or revise its forward-looking statements even if experience or future changes make it clear that any statements expressed or implied therein will not be realized. Additional information on risk factors that could affect HoyleCohen may be found in filings with the Securities and Exchange Commission made by Focus Financial Partners (of which HoyleCohen is a partner firm).
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