Investment Management Services
From 1/1/89 through 12/31/08
(20 years) the average equity
investor earned an annual
return of 1.87% under-
performing the S&P index
–Dalbar Inc. (a company that studies
Not everyone enjoys managing their own investments. Not everyone is best suited to manage their own investments. Not everyone has the time or the discipline to manage their own investments. Is that you?
If so, you may benefit from hiring an investment professional to take over that responsibility. The first and most important step is understanding your investment goals, your tolerance for risk, and your investment time horizon. Once these are clear, Stonebridge Financial Advisors, LLC will design a portfolio with broad diversification and exposure to all parts of the stock and bond market. An investor's most important decision is selecting the mix of assets held in the portfolio, not the selection of individual investments themselves. We minimize costs by selecting no-load, low expense ratio mutual funds which provide broad diversification. Minimizing costs is vital for long-term investment success. Once the portfolio has been designed, we actively monitor your portfolio over the course of the year, rebalance as necessary, issue detailed quarterly reports, meet with you twice a year (or more often as necessary), and make adjustments over time as your personal situation evolves.
We are a registered investment advisory firm, not a stock broker. We do not receive commissions for mutual funds and other investments we purchase on your behalf. We design and implement an investment portfolio and provide ongoing investment management services on a "Fee-Only" basis. The client will be charged an Asset Management Fee based on the market value of the assets managed.