Client Led, Partnership Driven
As a holistic investment advisor, we think of you as more than just a client, you are a partner. We believe the best partnerships are built on understanding your financial, professional and personal position and developing goals and objectives to create a personalized strategy. Our team will work closely with you to better understand your needs before structuring a financial strategy. A partnership with us means building a trusted relationship to make the right financial decisions on your behalf.
Supporting You Each Step Of The Way
You will always have direct access to your investment portfolio management team. Review calls and meetings are regularly scheduled. If circumstances change and adjustments to your strategy are required, our team will work with you to swiftly execute your needs. Calls are welcomed and as a fiduciary, we always put your best interests first.
Communication Is Key
Stonebridge provides access to view your portfolio at any time through our client reporting tool. We also provide deeply researched educational materials on the financial markets, industry topics and asset management strategies. We engage you in the process so you feel confident and understand how your portfolio is managed. Listening to your needs is key to a successful partnership.