Hours of Operation: Mon - Fri 8:00am - 8:00pm

Our Investment Philosophy

Stonebridge's equity investment philosophy is based upon the observation that the capital markets frequently misjudge a company's long-term growth potential in the short run. This miscalculation creates unique investment opportunities. Stonebridge employs a bottom-up, fundamental research-driven process to construct focused portfolios while minimizing risk and volatility. We do believe in keeping your interest as our priority and allocating assets in a customized framework for each client.

Core Tenets

  • Team Approach
  • Bottom-up Research Process
  • Internal Research is Championed
  • Investment Grade Fixed Income
  • Focused Portfolios of High-Quality Growth Companies