Stonebridge Capital Advisors

Founded in 1997, Stonebridge Capital Advisors is an SEC-Registered Investment Advisor with an established focus on customized investment and wealth management solutions. Serving high net worth individuals, families, nonprofits, and institutions, we connect with our clients to understand their unique financial needs. In this way, we develop well-structured investment portfolios and form long-lasting partnerships. Our founders structured Stonebridge as a Limited Liability Corporation (LLC) to maintain control of the firm through employee ownership. Today, Stonebridge is majority-owned by its employees and board of directors, with $2 billion in assets under management. • This page is a publication of Stonebridge Capital Advisors, LLC. The firm is registered as an investment adviser with the SEC/Minnesota of Minnesota and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. • Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. All investments and investment strategies have the potential for profit or loss. • Content should not be viewed as an offer to buy or sell any of the securities mentioned or as personalized financial advice. Legal and tax advice is general in nature. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Stonebridge Capital Advisors, LLC. is not engaged in the practice of law. • Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

Website

https://stonebridgecap.com/

External link for Stonebridge Capital Advisors

Industry

Financial Services

Company size

11-50 employees

Headquarters

Saint Paul, Minnesota

Type

Privately Held

Founded

1997

Specialties

investment management, wealth management, institutional advisory services, third-party asset management, financial planning, portfolio management, customized investment services, customized wealth services, economic outlooks, investing, mutual funds, ETFs, SMAs, investment policy statement, community partnership, fixed income, equity, fiduciary, retirement planning, tax planning, and values-based investing