Who We Are
Founded in 1997, Stonebridge Capital Advisors is an SEC-Registered Investment Advisor with an established focus on customized investment and wealth management services. 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 structured investment portfolios and form long-lasting partnerships.
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. Leveraging over 40 years of experience from our team of investment professionals, we implement strategies that navigate the ever-evolving challenges of the market. Â
"We build a bridge of trust."
Robert Kincade, Chief Executive Officer
How We're Different
3 Investment Styles
separately managed investment and wealth strategies
40+ Years
of experience across our diverse team
$1.7 B
in assets under management
Fiduciary
SEC-Registered Investment Advisor and GIPS Compliant Firm1
1 Stonebridge Capital Advisors claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
"All our growth at Stonebridge has been driven by our clients."
Heidi Hukriede, Chief Operating Officer
