A complete list of active advisors currently associated with Stoney Creek Advisors LLC
Warmer can help you find a great advisor at Stoney Creek Advisors LLC or one who fits your needs even better.
Stoney Creek Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high‑net‑worth individuals, and business entities. Services listed in the brochure include ongoing investment management, tailored investment policy statements, selection of third‑party money managers, and retirement‑plan advisory services including Pontera away‑held 401(k) account management. The firm documents client goals, risk tolerance and time horizon in an Investment Policy Statement, uses model portfolios and a mix of analytical methods (charting, cyclical, fundamental, quantitative and technical analysis), and reviews client accounts at least quarterly with rebalancing as appropriate. SCA may aggregate trades for multiple client accounts to seek best execution, directs clients to custodians such as Charles Schwab Advisor Services, and may engage or act as a solicitor for third‑party advisers when appropriate. Noteworthy differences from many peers include an insurance affiliation: firm principals are insurance agents with Stoney Creek Partners, LLC and may receive commission compensation for insurance and annuity products (a conflict the brochure discloses). The firm also emphasizes client education—participating in Schwab‑sponsored educational events and client workshops—and offers held‑away retirement account management via the Pontera platform, while employing a relatively broad investment menu that includes annuities, REITs, precious‑metal ETFs and structured products such as buffered notes and AutoCallable Yield Notes.
To learn more about the advisors currently working at Stoney Creek Advisors 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.
Name |
Location |
Years of experience |
|---|---|---|
Rochester Hills, MI
| 6
| |
Rochester Hills, MI
| 14
| |
Rochester Hills, MI
| 28
| |
Rochester Hills, MI
| 12
| |
Rochester Hills, MI
| 32
|
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