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Client Led, Partnership Driven

Respect. Integrity. Trust.

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Investment Management

Delivering diverse, customized portfolios to meet the specific needs and personal restrictions for each of our clients.

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Wealth Management

Developing a personal, financial strategy via our holistic approach, helping each client navigate their stages of wealth.

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Institutional Advisory Services

Providing institutional clients – including non-profits, insurers, and corporations – with customized investment management and advisory solutions.

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Third-Party Asset Management

Delivering investment solutions, tailored support, and extensive resources to our advisory partners, helping them achieve their clients’ financial goals.

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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.

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Asking the Hard Questions: An Update from Stonebridge's Chief Economist

January 31, 2023

In this article, Chief Economist, Daniel Laufenberg, Ph.D., reflects on the current condition of the U.S. labor market and how it has been impacted by the economy, consumer confidence, and other factors.

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Slide 2
Structuring Beneficiaries

February 9, 2023

For this episode of Stonebridge Soundbites, Chief Operating Officer and Portfolio Manager – Heidi Hukriede, CFA – and Client Relations Specialist – Rachel Nault – address how to best structure beneficiaries across accounts and which distribution strategies to implement.

Listen to Episode
Slide 2
2023 Q1 Stonebridge Economic Outlook

March 2, 2023

In this article, Chief Economist, Daniel Laufenberg, Ph.D. reflects on the strong start to 2023. Referencing key historic moments, similar to what the U.S. economy seems to be facing today, he provides a forecast for the economic and market activity that lies ahead.

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Stonebridge Capital Advisors, Community Partnership, Small Sums

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.

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Latest Stonebridge News

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BBB Torch Awards for Ethics 2023
BBB Torch Awards for Ethics 2023 Finalist
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!
Fast 50 2022
MSPBJ
2022 Fast 50 Award
We are thrilled to receive our third recognition
as one of the fastest-growing private companies in the Twin Cities!
National Random Acts of Kindness Day
National Random Acts of Kindness Day
A reminder any act, no matter small or big, can brighten someone's day. Stonebridge's leadership team surprised our staff with these wonderful goodie bags!
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