Fieldstone Money Management, Inc.

Overview

Fieldstone Money Management, Inc. is a small, fee-based advisory firm that manages discretionary equity-focused portfolios for individual and family clients and small businesses. The firm’s activity centers on direct exposure to exchange-traded equities and ETF strategies, delivered through separate account management. Portfolio management is the core advisory service; the firm is not identified as an active ESG investor and does not report multi-state adviser status. Investment decisions appear to prioritize liquid, publicly traded securities rather than non‑market private alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices