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Robert Stephen Capital Managment LLC

WELCOME

Robert Stephen Capital Management LLC is a dba of Streeter Moore and Stipe LLC which is a SEC Registered Investment Advisor specializing in financial planning and investment management. Our underlying philosophy is evident during the client process - identify "risk".  Understanding "risk" enables us to develop comprehensive, cohesive financial and investment strategies that allocate assets toward preserving, growing and/or providing lasting wealth for our clients.

Our firm is committed to making certain that any and all presented solutions are client-driven and never product-steered.  We are able to accomplish this by being "truly" independent - work with multiple investment custodians and independent providers.  Our loyalty belongs exclusively to our clients. 

We invite you to tour our website, where you will find additional information on our risk-first methodology and a wealth of information in the form of newsletter articles, calculators and research reports.

Shows when coverage may still make sense for retirees.

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Explains how S&P 500 sector funds behave differently and why diversifying across them can be useful.

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Guides readers through estimating a realistic retirement savings target.

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At age 94, Warren Buffett announced retirement as CEO of Berkshire Hathaway; article reviews his investing fundamentals and insights.

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How much can you afford to pay for a car?

This calculator can help you determine how soon you can pay off your mortgage.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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