Client Led, Partnership Driven
Respect. Integrity. Trust.
Investment Management
Delivering diverse, customized portfolios to meet the specific needs and personal restrictions for each of our clients.
Wealth Management
Developing a personal, financial strategy via our holistic approach, helping each client navigate their stages of wealth.
Institutional Advisory Services
Providing institutional clients – including non-profits, insurers, and corporations – with customized investment management and advisory solutions.
Separately Managed Account Management
Delivering investment solutions, tailored support, and extensive resources to our advisory partners, helping them achieve their clients’ financial goals.
Trusted by Us, Shared with You
Explore our exclusive collection of educational and informative resources, featuring topics on investment and wealth management, economic and market research, and more.
A Dedicated Partner to Our Community
At Stonebridge, we have long understood the importance of being part of a healthy, thriving community. We believe in forming a committed partnership with local organizations, making a meaningful impact.
Latest Stonebridge News
2024 Top Women in Finance: Heidi Hukriede, CFA
On behalf of Stonebridge Capital Advisors, we are thrilled to celebrate our Chief Operating Officer – Heidi Hukriede,CFA – for being awarded Finance & Commerce‘s Top Women in Finance for 2024!
This is an incredible achievement and recognition of her loyalty, empathy, accountability, duty, empowerment, and respect to her clients, our firm, and in everything she does – the true hallmarks of leadership! This marks Heidi’s third recognition for this honor, placing her into the Top Women in Finance Hall of Fame! Congratulations Heidi!