As a third party asset manager, we work with advisors to generate customized investment solutions for clients. We take a partnership approach to service, providing you with the tools to build, serve and protect your business.
Building Your Business
We can help identify opportunities to grow your business. Our marketing team can support you by providing marketing and sales collateral, presentation materials, research papers, economic reports and speakers for conferences and seminars.
Serving Your Business
Every portfolio at Stonebridge is separately managed and we have investment solutions to fit different client needs. Our team of portfolio managers are analysts by nature and take a research approach to investment management. This allows us to work better with you in finding the right solution for each client. We are able to develop portfolios form cash positions or by transfer of assets in kind.
When a new relationship is founded we work with you to determine investment goals and objective. We can also provide customized service to help you better manage your client relationship.
there is always direct access to portfolio managers and review meetings are regularly scheduled. Reports and educational materials can be distributed directly to the client or managed through you.
Protecting Your Business
We are a fiduciary, we follow SEC regulation and practice GIPS compliance. When it comes to making sure your client’s best interests are met, we have you covered.
If you or your clients would like, we are available to provide market and economic consultation at any time, in person or over the phone.
We are your third party asset manager and your clients are yours to manage. Our sole focus is providing you the solutions you need to maintain and develop your business.