Expert guidance, tailored for you.
Personalized guidance tailored just for you.
Every investor is unique, and at Stone Bridge Asset Management, we believe your investment strategy should reflect that. We prioritize understanding your situation to better your portfolio, to help position your investments to balance your designated risk tolerance and growth. Our goal is to build a partnership where you feel confident and supported in your financial journey. Let us tailor a strategy that works for you.
01
Our Approach
Our approach combines decades of experience with modern, data-driven methods. We prioritize understanding your unique needs to create tailored investment strategies. Our success is built on long-term relationships and open communication.
02
Process Driven
Our approach leverages technology to analyze market data effectively, supporting us to make well-informed investment decisions. We carefully evaluate each observation to understand its potential impact on our portfolios.
03
Global Opportunities
Global diversification in stocks, bonds, and commodities opens opportunities . We stay responsive to global economic developments, seizing opportunities to provide diversified returns when they suit our portfolios.
Modern Strategies, Timeless Experience
Our investment approach is process driven. It starts with your unique needs,
risk tolerance, and goals. We use these to determine how your portfolio is spread across different asset classes—such as stocks, bonds, commodities, etc—so that your portfolio is aligned with what is important to you. The question of which stocks, bonds, etc. make it into our clients’ portfolio is part of an on-going review process that begins with a global opportunity set. We regularly review global assets in an attempt to identify investments for inclusion or removal based on our expectation of their future relative performance to a benchmark. Finally, our data-driven risk management process uses a quantitative method to analyze live market data, giving us a daily signal of potential market risk.
The first rule of compounding: Never interrupt it unnecessarily.
— Charlie Munger
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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.