Stonebridge Affiliation Stonebridge Advisors is a niche investment management firm that provides highly specialized expertise in the management of Preferred and Hybrid Securities for institutional investors and high net worth individuals. The firm was created by Stonebridge Asset Management, LLC and First Trust Portfolios L.P., a registered broker/dealer with over 400 employees. First Trust Portfolios provides Stonebridge Advisors with a wide range of foundational structure and support. At the discretion of Stonebridge Advisors, the following resources are available from First Trust: specialists in compliance and legal issues, information technology, human resources, business accounting, financial analysis, financial business development, and sales and marketing. This joint venture enables the management of Stonebridge Advisors to deliver focused and personalized investment management services to its clients through its highly qualified staff, while offering the full benefits afforded by the strength and depth of First Trust’s resources.