Investment Excellence, Built on Trust
Today, we continue to lead in 1031 exchanges and DSTs, while also offering private equity, private credit, and alternative investment opportunities. With a commitment to long-term relationships, we help our clients manage wealth across generations, delivering investment excellence with every step.
Step into a legacy of Trusted Investment Solutions.
Our Leadership Team
Our leadership team combines extensive knowledge of private markets with a shared dedication to putting clients first. We work closely with you, educating you on the pros and cons to ensure the decisions we help you make align with your long-term financial goals.
Founder & CEO
Stacey Morimoto
Due Diligence and Operations
Quinn Morimoto
Compliance Principal
Jason Finley
Stacey Morimoto
Mr. Morimoto leverages over 20 years of experience in the securities industry to help his clients navigate the complexities of alternative investments.
After starting his career at Salomon Smith Barney and recognizing the limitations of the traditional wirehoue platform, Stacey became an independent financial representative and established his own securities broker dealer.
Through DST investments, he saw a unique opportunity to deliver real value to clients that larger firms couldn’t offer. The ability to improve the overall day-to-day quality of people’s lives, beyond just their finances, is still what drives him.
With Stax Capital, a boutique firm that prioritizes individual attention, Stacey’s mission is to deliver the best possible educational experience for investors, so that they can make the right decision for themselves.
Quinn Morimoto
Son of founder and CEO Mr. Stacey Morimoto, Quinn has benefitted from early exposure to the inner workings of the securities industry. With a degree in finance from the University of San Diego, he heads up the due diligence and underwriting for all the DST offerings brought to the Stax Platform, a process that includes gathering appraisals, third party reports, and legal opinions as well as recreating sponsors’ financial models. He dives deep into the numbers and analyzes offers from every angle, looking for flaws, in order to minimize as much risk as possible for investors. Quinn has directly facilitated hundreds of private placement investment transactions and would say that the best part of the job is being able to truly make a lasting impact on people’s lives.
Jason Finley
With two decades of experience in sales and marketing across prestigious golfing, technology, and non-profit sectors, Mr. Finley has consistently embraced roles centered on helping others. He firmly believes that enjoying your work makes it effortless, which is why he cherishes being part of the Stax Capital family.
Educating investors on often-overlooked investment opportunities to help them grow their wealth, achieve tax efficiency, and plan for the future brings him immense satisfaction. From the onboarding process to discussing investment options, Jason is dedicated to ensuring every client receives the highest level of service when working with Stax Capital.
Jason is a graduate of the FINRA Institute at Georgetown Certified Regulatory and Compliance Professional (CRCP) program, further enhancing his expertise and commitment to providing exceptional service and compliance in the financial sector. He also holds the Series 22, 7, and 24 securities licenses, underscoring his comprehensive knowledge and regulatory compliance proficiency.
Understanding the Benefits and Risks of Private Market Alternatives
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Higher Potential Returns
Private markets have consistently outperformed public markets. For example, According to a study by Cliffwater, state pension funds’ private equity investments have outpaced public equity by 4.1% annually over a 21-year period.
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Enhanced Diversification
By investing in private assets such as real estate, private equity, and private credit, you can achieve diversification beyond public market options, helping to balance risk in your portfolio.
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Access to Exclusive Opportunities
Private markets provide access to investment opportunities that are not available on public exchanges, offering you the chance to explore unique avenues for growth.
Illiquidity
Private market assets are less liquid, meaning they can be difficult to sell quickly. Investors should be prepared for limited access to their capital for extended periods.
Long-Term Commitments
Many private investments require a longer time commitment, typically ranging from 5 to 10 years or more, making them unsuitable for short-term financial goals.
Higher Costs
Investing in private markets often involves higher fees and expenses compared to public market investments, which can affect your overall returns.
Preserving Your Wealth
At Stax, preserving your wealth is our commitment. Through personalized service and thorough due diligence, we ensure that every investment decision is designed to secure your financial future. Our approach focuses on protecting assets, preserving wealth, and fostering long-term relationships.
Investors
Every client relationship begins with a detailed vetting process. We tailor investment recommendations to fit your unique financial goals, risk tolerance, and overall financial situation. This ensures that your investments align with your objectives and are suitable for long-term growth.
How we evaluate:
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Verify Individual/Entity Accreditation
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Complete Suitability Analysis
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Assess Goals and Financial Condition
Register to Learn More
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Sponsors
We carefully select sponsors with a proven track record. Our commitment to excellence means that we strive to partner with organizations that share our high standards of integrity, performance, and ethical conduct.
How we evaluate:
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Key Personnel Background Checks
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Executive Management Interviews
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Corporate Headquarter Site Visits
Learn More
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Offerings
Our investment offerings are carefully selected to prioritize capital preservation and long-term returns. Each offering undergoes a meticulous vetting process to ensure it meets our high standards for financial stability and growth potential.
How we evaluate:
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Unbiased Investment Analysis
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Structural Analysis & Stress Testing
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Economic Feasibility Assessment
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