A UNIQUE PHILOSOPHY

While Wall Street and the majority of advisory firms continue to focus on chasing the recent top-performing stocks or money managers, Stonebridge takes a different approach.  Our investment philosophy is based on Nobel Prize winning academic research that explains how markets really work and demonstrates how to invest in a smarter way. We construct portfolios based on years of academic study rather than the latest "sales idea.”  By using passively managed (indexed) mutual funds, we maximize your opportunity to capture the return of each asset class.  The result is greater portfolio return consistency, lower investment costs, and improved tax-efficiency.  We also can dedicate more time to financial planning issues that are important to you.