Stonebridge Capital Management has been in business since 1946, providing fee-based investment supervisory services managed on a discretionary basis. Stonebridge helps clients set investment objectives, establish policy guidelines, select specific securities, and manage portfolios daily. The firm offers two types of portfolio management: individualized management tailored to a client's objectives and specialized investment strategy management. Stonebridge utilizes fundamental analysis and a bottom-up approach to build portfolios consisting of equities, fixed income securities, exchange-traded funds, mutual funds, and occasionally private funds or direct investments upon request. While Stonebridge may coordinate with clients' other professionals for tax, estate, and retirement planning, the firm does not serve as a direct tax advisor or legal counsel.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
Fees are negotiable. Under certain limited circumstances, a fixed fee may be negotiated.