A complete list of active advisors currently associated with Stonebridge Asset Management LLC

Warmer can help you find a great advisor at Stonebridge Asset Management LLC or one who fits your needs even better.

Stonebridge Asset Management LLC is a state-registered, independent investment adviser that provides discretionary portfolio management to individuals (including high-net-worth clients), trusts, estates, and business entities. The firm manages individually tailored accounts using index mutual funds and ETFs, individual equities, options, and—when applicable—subaccounts within variable annuity contracts. The firm’s approach blends active technical analysis (including Market Profile, moving averages, and proprietary techniques) with traditional fundamental, buy-and-hold analysis, and it may employ options strategies, short sales, and margin in appropriate accounts. Portfolio decisions are made on a discretionary basis and are adapted to each client’s circumstances, though investment choices can be limited by plan or annuity sponsor options when assets are held in those vehicles. A distinctive feature is that the firm’s principal is also a licensed life insurance agent who may receive commissions for insurance sales and spends a limited number of hours per month on insurance activities, a relationship the brochure discloses and that can create a potential conflict of interest. The firm operates as a solo practice with modest assets under management (~$22.9 million for 36 clients) and offers strategies—such as managing annuity subaccounts and use of uncovered options and margin—that are less common among peers of similar size.

To learn more about the advisors currently working at Stonebridge Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.