We recognize that working with a professional asset management firm is a very personal choice.
It's about more than just money; it is ultimately about a relationship. We stand by our belief that there needs to be not only a good fit between client and firm, but also a clear understanding of expectations and goals for all involved. We see our service as helping our clients formulate achievable goals and then setting up and implementing a strategy that aims to get them there. Not all firms are created equal, so it is extremely important for the client to identify the firm that doesn't just invest their money, but invests in their personal goals and values.
At the end of the day we want all of our clients to have the confidence and peace of mind to know that we stand in their corner, with a conservative investment philosophy as well as thorough and thoughtful advice designed to meet their needs and reduce uncertainty. We are passionate about our work, and we believe it shines through the quality of the relationships we have with our clients.
We provide investment advice on a fee-only basis.
We get paid to give our clients advice, manage their money, and consult on their specific projects and needs. Now don’t get us wrong, the do-it-yourself investor may find that a commission-based relationship is the perfect fit, and that is fine. That is simply not us.
The founders of Stone Bridge Asset Management realized that their core client required a flexible and very robust investment firm to fit their needs. So, having managed individual and institutional wealth since 1995, founders Erik Boehm and David Babb started Stone Bridge as an independent, fee only wealth management company.