Stockman Asset Management
Stockman Asset Management is an SEC-registered advisory firm specializing in equity and fixed income investment management. Assets under management exceed $1.2 billion. We structure high quality portfolios based on each individual client’s goals. Our disciplined approach and one-to-one service sets our organization apart.

The services we provide include fee-based, discretionary investment management and asset/liability management for financial institutions, corporations, municipalities, retirement plans, endowment funds, and individuals.

Fourth Quarter 2007

Our Philosophy

Equities

• Conservative, disciplined approach
  
• Focus on well established blue chip companies -- Emphasis on companies with history of earnings and dividend growth, strong cash flow, and strong balance sheets.
  
• Preservation of capital a primary objective
  
• Manage and control risk -- Proper diversification and fundamental analysis of the companies we own.
  

Fixed Income

• Conservative, total return approach
  
• Preservation of Capital -- In depth research of every credit prior to purchase and continual credit review.
  
• Liquidity Management -- Understand client's liquidity needs and properly structure the portfolio.
  
• Maximize Earnings -- Monitor markets for opportunities presented by changing interest rate environments. Tax efficient products are used in a case-by-case basis.
  

Our Clients Include

• Individuals
  
• Foundations and Endowments
  
• Corporations
  
• Retirement Plans
  
• Financial Institutions
  
• Municipalities
  

More Information

Gary Lucas, Ron O'Donnell and Eric Vermulm are executive portfolio managers for Stockman Asset Management. They may be reached in our Billings office: