Stone Ridge Advisors

Stone Ridge Advisors is a small independent investment adviser serving individuals, trusts, estates, corporations and pension/retirement plan sponsors. The firm offers portfolio management, integrated financial planning at no additional fee, and retirement plan consulting for plan sponsors and participants — a combination that includes pension clients, which is uncommon among solo independent advisers.

The firm constructs proprietary models using quantitative, fundamental, technical, and economic analysis to produce blended allocations of growth and risk‑mitigating asset classes and may incorporate alternative investments to target lower correlation. It emphasizes broad diversification, strategic asset allocation, a long‑term disciplined approach, and implements clients’ chosen risk balances—typically with discretionary trading authority and periodic or opportunistic rebalancing.

Operationally, the firm has adopted some atypical arrangements for a practice of its size, including management of held‑away accounts through the Pontera order‑management system and a recent addition of custody services at Betterment to facilitate Solo 401(k) accounts. Stone Ridge also notes that a majority of client assets are invested in Dimensional funds (which require advisor approval), and it manages roughly $36 million in discretionary assets for a small roster of clients, a scale that influences its centralized, hands‑on service model.