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Client Led, Partnership Driven

Stonebridge Capital Advisors is an SEC-registered investment advisory firm, formed in 1997.  We provide customized portfolio management services and solutions to clients of all types.

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 to achieve financial comfort.

Institutional Investment Management

We work with different institutions such as insurance companies, retirement plans, foundations 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

To Stonebridge, a partnership with financial advisors is more than just managing a client’s investment portfolio, it is also serving the advisor’s 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

Our team of experienced professionals is here to serve you.  We take a personal approach to portfolio management and client services. Our focus is to always manage with your best interests in mind. We are client led, partnership driven.

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Key Investment Styles

We utilize both individually selected stocks and bonds along with exchange traded funds and mutual funds to construct a long term, properly diversified investment portfolio. We are always focused on meeting your specific goals and objectives.

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, liquidity and stability.

Signatory

Fixed Income

Utilizing both taxable and tax-exempt management we construct a portfolio with different levels of maturity and volatility to match the desired level of income and liquidity.