Client Led, Partnership Driven
Enriching the Lives of Our Clients
Over 25 years ago, the financial services industry was vastly different. Passive portfolio management existed, client services were less customized, and building strong client relationships was deprioritized. Our firm’s founders recognized this and decided a change was needed.
At Stonebridge, our approach begins and ends with the client. As a fiduciary, we deeply engage with our clients to develop personalized strategies focused on long-term financial success. Serving high net worth individuals, families, nonprofits, and institutions, we connect with our clients to understand their unique financial needs. In this way, we develop well-structured investment portfolios and form long-lasting partnerships.
Investment Philosophy
Our investment philosophy is centered around fundamental analysis and a long-term investment horizon. Understanding that markets can be volatile, our goal is to achieve superior performance for our clients through in-depth research and discipline.
Our Services
Investment Management
Delivering diverse, customized portfolios to meet the specific needs and personal restrictions for each of our clients.
Wealth Management
Developing a personal, financial strategy via our holistic approach, helping each client navigate their stages of wealth.
Institutional Advisory Services
Providing institutional clients – including non-profits, insurers, and corporations – with customized investment management and advisory solutions.
Third-Party Asset Management
Delivering investment solutions, tailored support, and extensive resources to our advisory partners, helping them achieve their clients’ financial goals.
Meet the Team
Jeff Brimm, Regional Director
Jeff is a Regional Director and member of the Sales, Marketing and Client Relations Teams. He has led his professional career in this industry since 1998. Jeff is responsible for relationship management and business development of Stonebridge services to high net-worth individuals, institutional investors and advisors in the Southeast region of the country.
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