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Client Led, Partnership Driven

Stonebridge Capital Advisors is an SEC-registered investment advisory firm, formed in 1997.  We provide customized investment and wealth management solutions to a wide spectrum of clients.

We are client led, partnership driven

Stonebridge Core Values

Our Core Clients

We serve diverse clients, each with unique goals and objectives.  The solutions we provide are tailored to your needs and are specific to you.

Private Wealth & Investment Management

Our responsibility at Stonebridge is to conduct the process of private wealth & investment management. As the conductor of your strategies we seek the best alternatives, coordinate your team of professionals and lead the process of attaining life goals.

Institutional Investment Management

our institutional clients include insurance companies, retirement plans, foundations, non-profit companies and health care providers.  Stonebridge will partner with your organization to assess your needs from developing an investment policy statement to overseeing the structure and management of an investment portfolio.

Advisory Solutions

Our partnership with financial advisors is more than just managing a client’s investment portfolio, it is also serving your business needs. We work with you to construct financial portfolios based on your client’s goals and objectives along with helping build, serve and protect your business.

About Us

We began this company with one primary focus “, it is the client’s portfolio, not ours.” We partner with our clients to design investment and wealth solutions to achieve their life goals.  Through an in-depth process of understanding your needs, goals and objectives we structure portfolios with your best interests in minds.  Our experienced team of portfolio managers and client services support staff works together to build customized solutions for you.

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Key Investment Styles

Investment solutions are constructed with equity and fixed income securities that are researched and analyzed by our portfolio management team. Portfolios are then designed with those individual securities, specifically for each client.

Growing Money

Equity

Our focus is on large capitalization companies that consistently deliver superior rates of return on invested capital over a series of business cycles. We seek to provide maximum long-term rate of return on invested capital while minimizing downside volatility.

Golden scales

Balanced

A balanced portfolio will use a blend of equity and fixed income strategies to provide income, growth and liquidity.

Signatory

Fixed Income

Fixed income portfolios are constructed with taxable and/or tax-exempt bonds to achieve income, reduced risk and liquidity.