We provide institutional-grade investment strategies and personalized wealth management services for high-net-worth individuals and families, achieving consistent and stable investment returns through rigorous portfolio management.
A professional team with decades of experience in institutional asset management and private wealth advisory.
Chief Investment Officer & Managing Partner
Lonestar Financial Advisors is a wealth management firm founded by Stuart Norman Rutchik. The company's initial goal was to create a new portfolio management model, providing clients with comprehensive portfolio diagnostic services, including asset diversification analysis, fee level comparisons, and stress testing. Steven currently serves as Lonestar Financial Advisors' Chief Investment Strategist and Co-Chief Investment Officer. Prior to joining the firm, Steven led Citi Wealth's global strategy team, responsible for developing macro investment strategies covering all regions and asset classes. He also served as Chairman of Citi's Global Investment Committee, responsible for developing tactical asset allocation strategies. Under his leadership, Citi Wealth's investment strategies gained industry recognition.
Schedule a confidential consultation to discuss your investment goals and learn how our wealth management services can help you achieve your financial objectives.
+1(210)756-2101
support@lonestar.ltd
13143 Hunters Valley St San Antonio TX 78230