Stonebridge Advisors LLC provides highly specialized expertise in the management of preferred and hybrid securities for institutional and high net worth individuals. The team is performance-driven and utilizes a conservative approach to portfolio management focused on active management and long-term risk adjusted returns. At Stonebridge, we strive to provide our clients income while protecting against the downside risks. Our conservative investment style is fundamental to our success. The specialized assets managed by Stonebridge can complement an existing asset allocation by adding diversification and yield while also lowering overall risk.
Stonebridge offers taxable and tax-advantaged preferred and hybrid products in addition to a cash management strategy. Retail investors should consult a financial advisor to determine the appropriate Stonebridge strategy.
Stonebridge Sub-Advised Funds
Ticker: FPEIX (Institutional Share Class)
For more information about Stonebridge sub-advised funds, please visit the First Trust website at https://www.ftportfolios.com/.