Equity Portfolio Management
Diversifying Your Portfolio
At Stonebridge, we focus on designing an investment portfolio around your goals and objectives. Stocks can be selected individually and through exchange traded funds. This allows us to diversify your portfolio across all major sectors of the economy.
As market analysts, we utilize our proprietary processes in our selecting the highest-quality companies to utilize in a portfolio’s construction. We incorporate a top down and bottom up approach and focus on what we believe to be a company’s most important investment criteria:
- Quality of Revenue
- Industry Leader
- Quality of Management Team
- Strong Balance Sheet
- Above-Average Earnings Growth
- Consistent Cash Flow
We take an ownership approach by investing in quality companies for the long-term and focus analysis and diversification to properly construct portfolios.
Core Equity Strategies That Shape Performance
In building your investment portfolio we may incorporate several different equity strategies depending on your specific goals and objectives.
Dividend Income: By focusing on dividend paying stocks, REITs, MLPs and preferred stocks, this strategy allows for potential asset growth while generating income. We target companies that offer growing dividend income with yields that exceed that of the S&P 500 Index.
Large Cap Growth: We seek companies that offer significantly higher revenue and net income growth rates compared to other companies in their respective sectors. By acquiring shares of companies at reasonable prices, we can take an increased position as buying opportunities arise if the fundamentals remain strong.
Growth & Income: A blended equity approach utilizing our core large cap companies that offer both growth and dividend income. This serves to increase income generation while decreasing overall price volatility inherent in the equity markets.
Unique Investment Needs
Covered calls, concentrated stock positions and cost efficient ETF’s are investment strategies we also utilize to meet unique objectives. We can also construct a portfolio for an investor with specific guidelines or restrictions including:
- Socially Responsible Investing
- Environmentally Safe Investing
- Faith Based Investing
- Corporate Governance