Institutional Investment Management

Serving Institutions

Stonebridge has been proud to serve as a fiduciary providing investment solutions for:

• Insurance Companies
• Foundations & Endowments
• Retirement Plans
• Non-Profit & For-Profit Companies
• Trusts
• Health Care Providers
• Corporate Cash Management
• Public Funds

Focused & Customized

Our primary focus is on the purpose of the funds under management.  We work to understand the needs, policies, regulations and relationships those funds serve.  After we understand the purpose of the fund, we can begin to develop an investment policy around the goals of the investment committee or board and regulations implemented by governing bodies.  If an investment policy is already in place, we will work with you to review and offer improvements to protect the funds and fiduciaries serving on your board or investment committee.  Customized investment solutions are designed specifically to fit your goals and objectives. As an independent Registered Investment Advisor, we have access to all facets of the market.