Thank you for your interest in Stonebridge Advisors LLC.
Stonebridge distributes its investment strategies to retail investors through an approved network of financial advisors. If you are a retail investor, please contact your financial advisor directly to discuss available Stonebridge strategies. Financial advisors should contact your First Trust wholesaler for marketing and sales support. Investment services for institutional accounts are handled directly by Stonebridge.
Contact Information for Retail Investors
Stonebridge offers its SMA strategies through an approved network of financial advisors. Please contact your financial advisor to see which Stonebridge strategies are offered and to inquire if investing in a Stonebridge sub-advised Fund is right for you. If you do not have a financial advisor, please speak with a First Trust wholesaler at 630-848-9727. They can provide you with a list of financial advisory firms approved to offer Stonebridge strategies and a list of Stonebridge sub-advised Funds that can be bought directly on the New York Stock Exchange.
Contact Information for Financial Advisors
Financial advisors should contact your First Trust wholesaler for marketing and sales material regarding Stonebridge strategies offered through your advisor platform.
First Trust Portfolios L.P.
120 E Liberty Drive
Wheaton, IL 60187
Contact Information for Institutions
Institutional investors and their consultants interested in diversifying the firm’s investment portfolio to include preferred and hybrid securities should contact Stonebridge directly.
Stonebridge Advisors LLC
10 Westport Road
Wilton, CT 06897