Portfolio Management

The hallmark of our investment management service is personalization, creativity and discipline. Not only will we develop a personalized program tailored to your individual needs and goals, but we also employ a disciplined approach to wealth management.

This approach includes:

• Understanding your personal goals as well as your comfort with risk.
• Identifying the right asset classes and investment vehicles for you based on your risk profile, objectives and investment time horizon.
• Formalizing your investment strategy by assisting with your custom Investment Policy Statement (IPS).
• Selecting the appropriate investment portfolio based on the financial information documented in your IPS.
• Monitoring your portfolio to ensure it remains true to your needs and objectives. We monitor the investment managers in your portfolio so you never have to worry about them fulfilling their stated objectives.
• Rebalancing your portfolio on a regular basis, ensuring it stays in alignment with your stated investment goals.

At Stonebridge Wealth Advisors, we are independent and objective. As such, we have no proprietary investment products to recommend and are objective when recommending products or services. Our only interest is that your needs are addressed and that you're always assured of objective recommendations and advice.