Stonebridge Capital Management Inc

Stonebridge provides fee-based investment supervisory services to individuals, high net worth families, pension and profit-sharing plans, charitable organizations, trusts, estates and businesses, managing portfolios on a discretionary basis. The firm offers both individualized portfolio management customized to client objectives and specialized investment strategy management, and coordinates with clients’ other advisors on financial, tax, estate and retirement matters.

The firm follows a bottom-up, fundamental analysis approach to security selection, with equity focus on valuation and industry positioning and fixed-income selection based on credit and duration considerations, and assigns a senior portfolio manager to each client for ongoing oversight. Stonebridge treats asset-allocation targets as flexible—its brochure states allocations are targets and may at times be zero for a given asset class or even 100% cash in unusual market conditions—and routinely invests in ETFs, mutual funds, listed equities and debt securities.

Compared with many team advisors, Stonebridge combines a long operating history with a modest team scale (about $311 million in AUM and five advisors) while accommodating borrowing and indebtedness in client accounts; the brochure explicitly notes that account market values “will not be reduced by any margin or other indebtedness,” which indicates the firm’s willingness to support margin or other borrowing in separately managed accounts, a practice relatively uncommon among peers. The firm also offers advisory access to private funds and, upon client request, direct investments in real estate, oil and gas, and venture capital, while generally restricting private placements to nondiscretionary, client-directed transactions.