Working With Clients

Close collaboration with clients is at the heart of our success.

Working in partnership

FS Stapleton Alliance believes that the best way to realize long-term financial success is by partnering with its clients. We provide the technical expertise, guidance and support necessary to navigate the complexities of modern markets.

But, it's our clients who decide what their long-term objectives are and what degree of risk they are willing to accept to get there. Together, we develop and execute a plan that helps them achieve their goals.

Transparent, fee-based management

We provide an impartial investment management service that's completely transparent with no hidden costs. Clients are always charged a flat fee based on the size of their portfolios and nothing more.