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
Congratulations to John Schonberg, CFA - Stonebridge's Chief Investment Officer - for his recognition as one of the 21 Twin Cities best-in-class executives in our industry!
We are thrilled to be recognized as one of the top ten finalists by the Better Business Bureau for the Torch Award for Ethics 2023!