Stirling Bridge Wealth Partners, LLC

Stirling Bridge Wealth Partners provides discretionary portfolio management and integrated financial planning primarily for high‑net‑worth individuals and, notably, for charitable organizations; the firm generally expects a minimum account size of $400,000, though exceptions can be made. Services include development of an Investment Policy Statement, regular portfolio monitoring, and management of both custody accounts and certain held‑away defined contribution plan participant accounts through a third‑party order management platform.

The firm’s investment process combines fundamental, cyclical, and quantitative analysis with modern portfolio theory to determine asset allocation and security selection, and it uses long‑ and short‑term trading as well as options strategies (including covered and uncovered positions) where appropriate. Stirling Bridge documents client goals and constraints in an IPS, acts as a fiduciary for retirement accounts, and conducts periodic reviews with held‑away accounts monitored at least quarterly via the connected platform while clients retain control of account credentials.

Compared with many peers, Stirling Bridge’s explicit service to charitable entities and its operational model for managing held‑away retirement plan participant accounts (using an order management system without taking custody) are uncommon features. The firm manages client assets internally rather than employing third‑party advisors, reports no external sales compensation, and discloses that its principal is a CFA charterholder—details that may be relevant to prospective clients evaluating small independent advisory firms.