Established in 1984, Stellar Capital Management, LLC is an investment advisory firm. Based in Phoenix, Ariz., the company specializes in custom-tailored portfolio management. It has an investment team with over 20 years of experience and provides services, including quarterly statements with portfolio investment performance reporting, market and economic commentary, account reconciliation and tax reporting information. Stellar Capital Management, LLC has association with various financial entities, including Merrill Lynch, Morgan Stanley and Wells Fargo. It also offers custodian and trustee services, under which it manages asset of the clients, held at these firms.