|
Welcome to the Stonebridge Advisors LLC website.
Stonebridge specializes in the management of two income-producing niche products: Preferred Securities and North American Equity Income Securities. Our experienced investment team utilizes a conservative approach to portfolio management and customizes individual portfolios to meet the client’s investment guidelines. The specialized assets managed by Stonebridge can complement an existing asset allocation strategy by adding diversification and yield while also lowering overall risk.
We invite you to explore our site, and then to contact us for in-depth information or to set up a meeting.
Corporate Mission Statement
Stonebridge’s mission is to exceed our clients’ expectations through our commitment to superior customer service and investment performance that strives to surpass stated benchmarks.
Our objectives are obtained through our commitment to hiring and retaining exceptionally talented and dedicated personnel, as well as our dedication to being the leader in the markets we specialize in.
In implementing our core values and corporate philosophy, it is our belief these competitive advantages allow us to meet our primary objective of adding consistent and measurable value for our clients, and also allow us to continue to grow and enhance our reputation as a premier investment advisor.
|
Our Product Specialties
| • |
Tax-Advantaged and Taxable Preferred Securities |
| • |
North American Equity Income Securities |
| • |
Short-Term Cash Management |
Contact Us
Stonebridge Advisors LLC
187 Danbury Road
Wilton, CT 06897
Phone: 203.762.0004
Fax: 203.761.1236 Email: info@stonebridgeft.com
We look forward to working with you as a trusted steward and invite you to become a Stonebridge client.
|