A complete list of active advisors currently associated with Stonefield Capital Ltd.
Warmer can help you find a great advisor at Stonefield Capital Ltd. or one who fits your needs even better.
Stonefield Capital Ltd. provides portfolio management, financial planning, and pension (employee benefit plan) consulting primarily for pooled and institutional clients, while also working with corporations and high‑net‑worth individuals. The firm prepares investment policy statements and offers ongoing discretionary portfolio management tailored to client objectives, time horizons, and documented risk tolerances. The firm’s investment process combines fundamental, quantitative, technical and charting analysis and typically emphasizes a long/short equity strategy while using short‑term trading, options and short sales as part of its toolset. It states a policy of seeking fair and equitable allocation of investment opportunities across clients and generally requires custody and trade execution through Schwab Institutional. Stonefield’s provision of formal pension consulting services — including recommending and monitoring money managers, selecting plan service providers, and creating written pension plans — is uncommon among peers in this category. As a newly formed firm with no reported assets under management and a single management person, it pairs that pension consulting scope with access to higher‑risk instruments (private placements, venture capital, derivatives) and discloses that supervised persons also act as licensed insurance agents, which creates a disclosed conflict of interest.
To learn more about the advisors currently working at Stonefield Capital Ltd., 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.
Name |
Location |
Years of experience |
|---|---|---|
Malvern, PA
| 1
|
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