Ruidoso, NM Office

Stonebridge Capital Management NW, LLC provides discretionary portfolio management and investment supervisory services to individuals, high net worth clients, charitable institutions, foundations, and endowments, overseeing roughly $49.4 million across about 36 client relationships. Services include continuous monitoring, individualized performance reporting, and custody and execution arrangements typically facilitated through a major institutional custodian.

Investment allocations are customized to each client's risk tolerance, age, objectives and liquidity needs and are implemented through a three‑part framework—Core (index funds and ETFs), Alpha (actively managed strategies), and Alternatives (non‑correlated exposures such as hedging, currencies, commodities and option strategies)—intended to diversify and manage volatility. The firm uses model inputs as part of its decision process but emphasizes professional judgment, exercises discretionary trading authority, and provides periodic performance reporting (including reports prepared via a third‑party reporting platform).

Noteworthy for a firm of its size, Stonebridge operates with two principals and a relatively small client base, resulting in higher assets per client than many peers, and both principals bring multi‑year experience at a large custodian. The brochure also discloses several operational distinctions: the firm generally does not aggregate or block trades across clients, does not vote client proxies (leaving that responsibility to clients), does not charge performance‑based fees, and avoids principal or agency cross transactions.