A financial portfolio is more than a collection of securities and accounts – It is an investment to help individuals achieve their goals.

When individuals reach a certain level of financial wellbeing, priorities may shift from accumulating wealth to protecting it and planning for people and causes that can benefit from this success. Stonebridge is focused on helping their client’s grow their assets to provide for future generations. With our four-step consultative process, we provide a highly personalized investment strategy based on the disciplines of asset allocation and diversification. Once Stonebridge financial professionals have determined the most appropriate allocation to help clients meet cash flow and accumulation goals, they construct a portfolio based on our disciplined methodology of evaluating investment managers. Using a combination of institutional management, separate accounts, mutual funds, alternative investments and exchange traded funds Stonebridge is able to provide a highly customized investment strategy.