Expert guidance, tailored for you.
Personalized guidance tailored just for you.
In 2011, Stone Bridge's founders David and Erik realized that their client required a flexible and very robust investment firm to provide them with investment opportunities, but to be proactive enough to protect clients from downside uncertainties. From an investment point-of-view, the firm's goal is to bring institutional level strategies to all clients, regardless of the size of the account.
Stone Bridge Asset Management's humble beginnings
David Babb and Erik Boehm both began their investment careers in the mid 1990’s. Erik cut his investment teeth on international markets working in the Czech Republic, while David was here in the Southeast. Although they were separated by two continents and were managing different asset classes (emerging market equities and fixed income, respectively), the same valuable investment lessons were being learned. The world was interconnected, and even though investments were becoming increasingly complex, investors were looking for something more grounded: a professional relationship with someone they could relate to and, more importantly, someone they trusted.
After working with financial institutions and consulting firms, Erik and David in 2011 started Stone Bridge Asset Management, LLC, an independent fee-only Registered Investment Advisor that focuses on the client and their specific needs. Stone Bridge Asset Management exist for one purpose, to serve our clients.
What It Means to Work With Us
So what is it about our philosophy that makes us stand out? To start with, we have a process-driven investment approach. Through conversations with you, we identify your specific needs and goals and create a portfolio that fits your life.
We help each client understand their risk appetite and how it fits into their long-term outlook. One of our key goals in constructing portfolios is reducing downside volatility. As part of our process we use our proprietary volatility algorithm to give us indications of market turbulence and actively adjust clients' portfolios accordingly. It is our intent that clients participate in less of the downside when times are bad. While there is no guarantee we will achieve these results, reducing downside volatility is beneficial, particularly to clients approaching retirement.
Client portfolios are tailored to fit their specific risk tolerances, financial needs, and life goals. Our portfolios range from all-weather portfolios designed, for example, for clients in retirement, to–at the risky end of the spectrum–aggressive, equity strategies with sector-specific overlays. Regardless of your place in life, Stone Bridge can design a portfolio that fits.
Meet the Team
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
David Babb
Principal
David’s investment career spans almost 30 years working for corporations, municipalities, and families.
Erik Boehm
CFA® , CKA®
Principal
Erik brings international and institutional investment perspectives to the team.
Tom Francescon
Business Development & Client Relations
Tom has dedicated over 40 years to building and maintaining rich client relationships.
Samuel Huang
Associate
Samuel's 5 years of experience at Stone Bridge and his current masters work at Tribeca showcases his commitment to the team.
What We Stand For
At Stone Bridge Asset Management, our mission is to serve you by bridging financial complexities, aligning vital resources, and providing creative solutions that inspire trust and confidence. We strive to free you to enjoy your life, knowing your financial future is secure. Our vision is to be your most valuable asset by offering relevant, personalized solutions that focus on your financial well-being. We uphold values of integrity, honesty, and compassion, fostering thoughtful dialogue designed to create a truly rewarding experience for both clients and colleagues. We dedicate our time to helping you achieve your goals with clarity and peace of mind, making us your trusted partner on your financial journey.
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Disclosure
Advisory Services are offered through Stone Bridge Asset Management, LLC, an investment advisor in the State of Tennessee. Asset allocation / diversification does not guarantee investment returns and does not eliminate the risk of loss. There can be no assurance that the firm’s quantitative research model will achieve its objective or that the methodology employed by a portfolio strategy will eliminate exposure to downward trends and/or volatility in the markets or provide immediate exposure to upward trends and/or volatility in the markets. Investments are subject to risk, and Stone Bridge Asset Management’s investment strategies may lose money. Stock prices fluctuate, sometimes rapidly and dramatically, due to factors affecting individual companies, particular industries or sectors, or general market conditions. Fixed-income securities involve interest rate, credit, inflation, and reinvestment risks; and possible loss of principal. As interest rates rise, the value of fixed-income securities falls. International investing involves certain risks not usually associated with domestic investing, including currency fluctuation, economic and political volatility, foreign taxation and differences in financial standards.