About us

Stonebridge Capital Management provides fee-only investment management and advisory services to a range of individuals, families and company-sponsored retirement plans. Experience has shown us that if we serve our clients well, our own success will follow. To achieve this, we strive to provide stable investment returns through customized portfolio solutions. Our focus on long-term strategic financial advice and comprehensive management is the hallmark of our success. As a fee-only firm, our interests and compensation are directly aligned with the performance of our clients assets. In other words, the better you do, the better we do.

 

A Commitment to Our Clients

At Stonebridge Capital Management we take our fiduciary responsibility very seriously, with our clients’ interest always coming first. By emphasizing a long-term, client centric approach, with a particular focus on portfolio diversification and risk management, we design, implement and manage customized investment solutions that seek to protect our clients’ assets while pursuing consistent growth.

At Stonebridge Capital Management we take our fiduciary responsibility very seriously, with our clients’ interest always coming first. By emphasizing a long-term, client centric approach, with a particular focus on portfolio diversification and risk management, we design, implement and manage customized investment solutions that seek to protect our clients’ assets while pursuing consistent growth.

 

Core Values

    • Integrity – Stonebridge Capital Management places the interests of its clients above all else. Our clients put their trust and faith in us. In return, we owe our clients a duty of care and loyalty when providing advice or acting on their behalf. This is a duty we welcome, and one we take very seriously.
    • Transparency – As a fee-only advisor, Stonebridge Capital Management does not receive commissions or revenue-sharing. Our compensation comes from fee revenue paid directly by our clients. Any potential conflicts of interest are fully disclosed and addressed in advance.
    • Objectivity – As an independent investment advisor, Stonebridge Capital Management is not affiliated with any fund manager or other provider of investment services. Advice, recommendations, and investment actions taken are based on objective, independent analysis, with the sole purpose of furthering the interests of our clients.
    • Discipline – We follow a prudent, disciplined approach to money management. Our investment process focuses on safe portfolio growth and the management of risk. Portfolio positioning and market exposure are diligently managed and maintained within the parameters of the given investment strategy.