STEVENSON ADVISORS, LLC

Overview

Stevenson Advisors, LLC is a small, fee-based wealth manager that focuses on discretionary portfolio management for individual and family clients. The firm’s investment approach centers on liquid, exchange-traded equities as the primary allocation vehicle, supplemented by third-party mutual funds and a small proprietary hedge fund. Fee arrangements are based on a percentage of assets under management, and the adviser appears to structure client relationships around separately managed accounts with active equity exposure and tactical use of alternative strategies for diversification. Stevenson Advisors favors straightforward equity implementation — using ETFs and single-name stocks for core and satellite exposures — while reserving hedge fund and commodity allocations to provide non-correlated sources of return and downside protection. The firm’s client base is concentrated (a handful of high-balance relationships), which supports customized, account-level portfolio construction rather than a one-size-fits-all model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices