Stonebridge Capital Management, West Caldwell,NJ
We are a full service investment advisory
firm providing portfolio management and financial
planning services located in West Caldwell, NJ.MARKETS SERVED:
Individuals
Qualified Plans
Endowments
Foundations
SERVICES PROVIDED:
Analysis of current investment assets.
Assessment of client objectives, risk tolerance, and time horizon.
Development of personalized investment strategy.
Detailed account statements and performance reporting.
Annual review meetings to update clients on account status and progress toward meeting financial objectives.
Customized Asset Allocation and Investment Policy Statements.
Additional services provided for Qualified Plans, Endowments, and Foundations:
Sophisticated, disciplined institutional investment process.
Bundled or non-bundled record keeping, trust, custody and payment services.
Regulatory, compliance and fiduciary consulting.
Spending policy analysis.
Asset/Liability studies.
INVESTMENT PROGRAMS OFFERING:
Diversified portfolios with rational asset allocation strategies.
Tax efficient portfolios and strategies, including solutions for clients owning low cost-basis assets.
Daily oversight with real-time monitoring of specialist sub-advisors to ensure adherence to fund “style.”
Periodic portfolio rebalancing and realignment.
Managed risk to meet fiduciary responsibilities