2550 University Ave. W., Ste 455 S, St. Paul MN 55114
pkincade@stonebridgecap.com
Primary contact
- Patrick Kincade
- pkincade@stonebridgecap.com
Products and Services Provided
Regions Served
Company Description
Stonebridge was founded in 1997, serving nonprofits, high net worth individuals, families and corporations with a sole focus on customized investment and wealth management strategies.
We connect with our clients to deeply understand their unique financial needs and engage with them to develop personalized approaches to meet their goals. We leverage the over 40 years of experience of our team of investment professionals to implement strategies that navigate the ever evolving challenges of managing investments while simultaneously aligning to our client’s goals and objectives.
Services Provided
ADVISORY SERVICES: As an SEC Registered Investment Advisor, we take a fiduciary approach to investment management by always putting client needs first. The Stonebridge team works closely with the organization throughout the implementation process. We hold an assessment meeting to gain a thorough understanding of your mission, investment objectives, risk tolerance, liquidity needs and unique circumstances. Once we understand the holistic needs of the organization we develop an Investment Policy Statement and guidelines. Throughout the partnership we will assist the organization in effectively exercising their fiduciary duty to supervise, monitor, and evaluate the management of the portfolio’s assets.
INVESTMENT MANAGEMENT: We design customized investment strategies focused on long-term financial success. Our investment strategies are purposefully developed through equity and fixed income solutions as each of these asset classes has a specific role and function within the portfolio to help meet financial goals. Portfolios are constructed primarily through individual securities rather than mutual funds. Utilizing individual securities provides for transparency, which allows us to better align a portfolio with noted restrictions, investment objectives, and to keep fees to a minimum.
ORGANIZATIONAL SUSTAINABILITY: Beyond our investment and advisory solutions we partner with organizations to help achieve their mission, vision, and core values. We meet with the organization’s leadership team to best understand how we can support their mission, vision and values through unique opportunities including educational events, speaker engagements, sponsorships, industry research, committee involvement and professional network connectivity.