STONEBRIDGE FINANCIAL SOLUTIONS, INC

Overview

Stonebridge Financial Solutions, Inc. is an independent registered investment adviser that combines portfolio management and financial planning for individuals, families and smaller institutions. The firm operates as a capital allocator — it builds and manages portfolios directly and also exercises discretion to select outside advisers when appropriate. Investment activity skews toward public equities: the firm reports a clear preference for exchange-traded exposures as its primary vehicle for client portfolios. Stonebridge also functions as an insurance broker, integrating annuity and insurance solutions into client plans alongside investment management. Service lines include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for business or institutional clients, pension consulting activity and the selection of third-party advisers. Fee arrangements are a mix of percentage-of-assets, hourly fees and other charge structures. Stonebridge does not describe itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices