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- Custodian
- Charles Schwab & Company ยท Reliance Trust Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-31-2000
- Office Locations
- 58
Office Locations
About Stancorp Investment Advisers, Inc.
Stancorp Investment Advisers (The Standard) supports individuals, employers, and broker/advisor partners with workplace-focused financial and insurance solutions, including life and disability coverage, retirement solutions, and benefits administration. A differentiator is its Workplace Possibilities program, a proactive, whole-person approach to helping employees stay at work or return safely. Operates across retail and institutional channels.
Team overview
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Client Personas
Custodian
Investment Themes
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Platform
Services
Technology
Owner & Executives
MARIA ESMERALDA GONZALEZ
President, Vice President
- CRD
- #2912591
- Ownership
- Less than 5%
JAMES PEI-YUEN HUANG
Secretary
- CRD
- #4020305
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Raymond Dewayne Barrett
--
- CRD
- #2494077
KENT DOUGLAS BARTELL
Director
- CRD
- #5860824
Showing 2 of 78 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,500,914,826 | $358,906 |
| Non-Discretionary | $0 | -- |
| Total | $34,500,914,826 | $358,906 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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