to meet your family's precise
and multifaceted wealth management needs.
Enhancing employee engagement advances
culture and delivers real enterprise value
We’re a professional advisory services firm focused on serving Individuals, Institutions and Boards. We focus on serving our clients in four main disciplines: (a) Investments & Retirement; (b) Insurance & Risk Management; (c) Health & Benefits; and (d) Talent
At Stem, our instinct, culture and business model is markedly different. We are passionately and singularly committed to delivering measurable impact and ensuring that our interests are fully aligned with those of our clients. Establishing enduring relationships with reference ready clients is paramount to us.
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Multi-year return outlook continues to favour diversified equities—this sense is further accentuated when compared to low-yielding, high-quality bonds and liquidity. Many investment managers anticipate that global equities will deliver 7%–8% growth annually over the next five years. Due to its favourable risk-return trade-off and its deleveraging lead, the US markets are expected to attract a […]
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What are private markets—they usually encompass a range of investment strategies including private equity, private debt, and real assets. Those investors who are willing to commit their capital for longer durations (several years) can access opportunities in private markets that are typically unavailable in traditional asset classes. Private markets have generated attractive long-term returns. Over […]
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