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Investment Management
Your Dedicated Investment Manager
At Stonebridge, our approach to investment management begins and ends with the client. We are pleased to serve as a trusted fiduciary, providing investment solutions for:
- High Net Worth Individuals & Families
- Retirement Plans & Brokerage Accounts
- Endowments
Fundamental Investment Strategies
Our tailored investment strategies are designed to meet the specific needs and personalized restrictions of each client. We adhere to completing an in-depth analysis to determine our client’s financial goals, liquidity needs and risk tolerance. Using goal-based strategies, we develop our client’s customized portfolio focused on long-term financial success.
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"When it comes to hiring an investment manager, the most important thing to an individual or corporation is trust."
John Schonberg, Chief Investment Officer
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