CONNECT

Address:

602 North Front Street
Wormleysburg, PA 17043

Phone:

717-736-7007

Fax/Other:

717-761-6127

Portfolio Management Services

Stonebridge Financial Group provides customized portfolio management services to help you achieve your financial goals.  Our investment philosophy emphasizes tax efficiency, risk management and reduction of expenses.  We believe that a sound investment plan requires an investment policy that removes emotion and subjectivity from the investment decision making process.

Our group prefers to invest through fee-based advisory platforms which put us on the "same side of the table" as our clients by taking more consultive approach to investing.  Our equity investments tend to be a mix of exchange traded funds (ETFs) and private money managers.  Our fixed income investments tend to be a mix of individual bonds and bond ETFs.  In certain market conditions, we will use active money managers to gain exposure to less efficient areas of the bond market.

We believe a fee-based approach to investing creates the most objective client/advisor relationship for the portion of our clients' portfolios that are actively managed.  However, a traditional brokerage relationship is often suitable for a portion of our clients' investments, such as low cost basis stock or individual bonds that will likely be held until maturity.  Generally, investments such as these will be purchased or sold with a reasonable commission and will not be subject to ongoing advisory fees.

*Advisory services are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account size for these programs is $25,000 to $200,000.


 

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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals