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
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.
We will assess the current holdings, investment objectives, risk tolerance, liquidity needs, and any unique restrictions.
Stonebridge will develop an investment strategy that meets the requirements, financial goals, and individual needs of the client.
Our client relations team will create and set up a client account, ensuring that it is structured properly with the selected custodian.
Over a 3-month period, the assigned portfolio manager will methodically deploy cash and reallocate existing holdings.
Portfolio managers and analysts will continuously review and manage the portfolio based on market conditions and liquidity needs
A structured meeting schedule will be established to review account performance, based on the comfort and needs of the client.
Going Above & Beyond
Prudent investment management is exceptionally important, but it is just one critical component when it comes to forming lasting relationships with our clients.
We are committed to providing support far beyond investment management to help meet your financial goals through exclusive opportunities, including educational events, speaker engagements, committee involvement, network connectivity, and industry research.
Check out our featured piece on investment management: What You Should Be Asking Your Advisor? – A Stonebridge Soundbite episode.