As a third party asset manager, we work with advisors to generate unique investment solutions for clients. We take a partnership approach to service, providing you with the tools to build, serve and protect your business through investment management, practice management and client service.
Building Your Business
We can help identify opportunities to grow your business. Our team will work with you to develop and deploy a marketing and sales strategy to bring in prospects that fit your set of advisory services.
Our marketing team can support you by providing presentation materials, research papers, economic reports and speakers for conferences and seminars.
Building a business takes time and persistence. We are here to support you.
Serving Your Business
Every portfolio at Stonebridge is separately managed and we have different investment solutions to fit different needs. Our team of professionals are analysts by nature and as investment managers, we can develop portfolios from cash positions or by transfer of assets in kind.
When a new relationship is founded we work with you, determining investment goals and targeting asset allocation. We also provide customized service to help you better manage your client relationship.
You and your clients will have direct access to portfolio managers and review meetings are regularly scheduled. Quarterly reports can be distributed directly to the client or managed through you.
Protecting Your Business
We are a registered investment advisor and as a fiduciary, we comply with SEC regulation and practice GIPS compliance. When it comes to making sure your client’s interests are met, we have you covered. We have procedures, reporting and communications in place to comply with the DOL Fiduciary Rule.
If you or your clients would like, we are available to provide market and economic consultation at any time, in person or over the phone.
We are your third party asset manager and your clients are yours to manage. Our sole focus is providing you the solutions you need to sustain a strong business.