# Stonebridge Capital Advisors > Official Stonebridge Capital Advisors business agent. Stonebridge Capital Advisors is an SEC-registered investment advisor providing customized investment… ## Ask it a question Stonebridge Capital Advisors answers for itself at https://api.hailera.com/mcp/stonebridgecap. A client that speaks MCP can connect to that address; the tool is ask_stonebridgecap and the protocol is 2026-07-28. Where this file and the agent disagree, the agent is current. ## About Stonebridge Capital Advisors Firm background - Stonebridge Capital Advisors was founded in 1997. - The firm is an SEC-registered investment advisor. - Specializes in personalized investment and wealth management services. - Emphasizes a client-first culture built on dedication, integrity, and respect. - Aims to provide clarity without unnecessary complexity in helping clients realize their financial future. Culture and values - Client-focused in all aspects of the business. - Values long-term relationships with clients, partners, and the community. - Encourages collaboration across portfolio management, client service, operations, and leadership. Career opportunities - Career opportunities are listed on the firm's website under Career Opportunities when positions are available. - The firm welcomes candidates from diverse backgrounds, education, and experience who share its client-first values. - At times there may be no current openings; in those periods, applicants are encouraged to check back for updates on new postings. Where to learn more - Prospective candidates can learn more about Stonebridge's services, team, and culture on the firm's website. - For questions about careers, candidates may contact the firm using the general contact information. Source: https://stonebridgecap.com ## What Stonebridge Capital Advisors does Advisory partnership services and SMAs Who Stonebridge partners with - Financial advisors and advisory firms seeking a third-party asset manager. Focus of the partnership - Provides customized separately managed account (SMA) strategies to support advisors in serving their clients. - Allows advisors to focus on relationships, planning, and overall practice management while Stonebridge manages the underlying portfolios. Types of needs supported - Brokerage accounts and retirement plans. - Tax planning strategies implemented through portfolio management. - Concentrated stock management. - Values-based investing and client-specific restrictions. Investment approach for advisors and their clients Equities - Uses top-down and bottom-up fundamental analysis to select equity securities. - Portfolios primarily use individual stocks with a focus on domestic, large-cap companies. - Offers three primary equity styles: - Growth - Growth and Income - Dividend Income Fixed income - Employs a conservative risk profile and bottom-up security selection. - Constructs portfolios with investment-grade bonds diversified across issuers and sectors. - Offers two primary fixed income strategies: - Tax-exempt - Taxable Third-party asset management process (summary) - Investment assessment – works with the advisor to review current holdings, objectives, risk tolerance, liquidity, and any restrictions. - Strategy development – designs long-term investment strategy guidelines for the advisor to present to the client. - Account setup – assists advisors in setting up client accounts with the custodian. - Implementation – deploys cash and reallocates holdings over a phased period. - Ongoing management – manages the portfolio and communicates progress to the advisor. - Strategy review – remains available for structured review meetings with advisors and their clients. Additional advisor support - Provides educational content and resources for advisors and clients. - Offers guidance on implementing client restrictions and values-based preferences within portfolios. What is not specified here - This document does not provide specific fee schedules, revenue-sharing arrangements, or custodial requirements. Advisors should contact Stonebridge directly for those details. Wealth management for individuals and families What Stonebridge wealth management covers - Developing a personal, customized financial strategy for each client. - Taking a holistic view of the client's full financial picture. - Helping clients navigate different stages of wealth and life events. Approach - Begins with understanding the client's goals, time horizon, risk tolerance, liquidity needs, and any unique circumstances. - Builds a coordinated investment and wealth strategy rather than focusing on single products. - Emphasizes clarity in communication and avoiding unnecessary complexity. Investment implementation - Coordinates with Stonebridge's investment management capabilities to implement portfolios aligned with the client's strategy. - Uses individually managed portfolios designed to reflect client preferences and any stated restrictions. Who this is for - Individuals and families seeking: - Ongoing, personalized wealth management - A holistic approach to their financial life - Direct access to portfolio management professionals What is not specified here - This document does not include fee schedules, account minimums, or specific tax or legal advice. For details on those items, clients should contact Stonebridge directly. Stonebridge Capital Advisors – firm overview Who we are - Founded in 1997 as an SEC-registered investment advisor. - Specializes in personalized investment and wealth management services. - Serves individuals, families, non-profits, foundations, corporations, insurance companies, and financial advisors. - Headquartered in St. Paul, Minnesota, with additional offices in Colorado and Tennessee. - Focused on "clarity without complexity," putting clients first and emphasizing integrity and respect. Core service areas Investment management - Designs diverse, customized portfolios based on each client's goals and any personal or organizational restrictions. - Uses individual securities rather than packaged products where appropriate, to improve customization, transparency, risk management, and cost control. - Offers equity and fixed income strategies focused on long-term success. Wealth management - Provides a holistic approach to building a personal financial strategy. - Helps clients navigate different stages of wealth and life events. - Integrates investment management with broader planning considerations tailored to each client. Institutional advisory services - Acts as a fiduciary investment advisor for institutions including: - Insurance companies - Non-profits and foundations - Corporations - Develops customized, diversified strategies aligned with each organization's Investment Policy Statement (IPS), goals, and constraints. Advisory partnership services - Partners with financial advisors as a third-party asset manager. - Provides separately managed account (SMA) strategies and support so advisors can focus on their client relationships and planning work. Investment philosophy and approach - Emphasizes long-term, goal-based investing. - Focus on domestic, large-cap companies for equities and investment-grade bonds for fixed income, based on fundamental research. - Portfolios are typically built with individual securities, allowing for: - Customization to client objectives and restrictions - Transparency into holdings - Direct risk management Community involvement - Actively supports local organizations and community initiatives. - Maintains a formal Community Partnership focus as part of the firm's culture. Source: https://stonebridgecap.com ## Where Stonebridge Capital Advisors works Contact details and office locations General contact - Main phone: 651-251-1000 - General email: info@stonebridgecap.com - Website: https://stonebridgecap.com An online contact form is also available on the website for inquiries. Minnesota office (home office) - Address: - 2550 University Avenue West Suite 455 South St. Paul, MN 55114 - Phone: 651-251-1000 - Fax: 651-251-1010 - Email: info@stonebridgecap.com Colorado office - Address: - 5460 Quebec Street South Suite 333 Greenwood Village, CO 80111 - Phone: 303-749-1152 Tennessee office - Address: - 60 Volunteer Dr. Hendersonville, TN 37075 - Phone: 615-265-4975 How to get in touch - For information on wealth management, investment management, institutional services, or advisory partnership services, prospective clients can: - Call the main office number listed above, or - Use the contact form on the website and select the relevant topic of interest. Lists Stonebridge as a location. Names Quebec, United States, and Stonebridge as a service area. Areas beyond these are not published. Source: https://stonebridgecap.com ## Institutional advisory services Types of institutional clients Stonebridge provides institutional investment management and advisory services for: - Insurance companies - Non-profits and foundations - Corporations Role as fiduciary - Serves as a trusted fiduciary focused on each organization's specific investment goals. - Builds strategies around the institution's objectives, risk tolerance, liquidity needs, and any unique restrictions. Investment strategy - Develops customized, diversified strategies using: - Equity solutions, primarily focused on domestic, large-cap companies - Fixed income solutions using investment-grade bonds - Prefers individual securities over mutual funds to improve: - Customization - Transparency - Risk management - Cost control Institutional process (high-level) - Organizational assessment – reviews current holdings, objectives, risk tolerance, liquidity, and special constraints. - Investment Policy Statement (IPS) construction – collaborates with the Board or Investment Committee to establish a long-term IPS and guidelines. - Strategy development – designs an investment strategy aligned with the IPS and organizational goals. - Implementation – typically deploys cash and reallocates existing holdings over a phased period. - Ongoing management – continuously reviews and manages the portfolio in light of market conditions and liquidity needs. - Periodic review – meets with the organization to review performance, goals, market conditions, and IPS. Fees - Compensated through a single fee based on assets under management. - Does not sell proprietary products and does not use product-based compensation packages. Additional support - Provides support beyond portfolio management, which may include: - Educational events - Speaker engagements - Committee involvement - Network connections - Access to research and other resources Source: https://stonebridgecap.com ## Leadership and key team roles Executive leadership Stonebridge's executive leadership team includes roles such as: - Chief Executive Officer and Senior Wealth Advisor – responsible for overall firm leadership, operations, strategy, and long-term growth, while also working directly with clients. - Chief Operating Officer and Portfolio Manager – oversees day-to-day operations and manages portfolios for institutions and high-net-worth individuals. - Executive Vice President and Portfolio Manager – leads team development and firm growth while managing fixed income and equity portfolios. - Chief Investment Officer and Portfolio Manager – leads the investment team in managing equity and fixed income strategies and oversees investment philosophy and process. - Chief Administrative Officer and Director of Advisory Relationships – oversees administrative functions, human resources, and relationships with broker-dealers and advisors. Chief Economist - Provides ongoing economic research and analysis for the firm. - Produces the Stonebridge Economic Outlook and participates in developing investment strategies and asset allocation models. Compliance and performance - Chief Compliance Officer – oversees the firm's compliance program, ensuring Stonebridge meets or exceeds regulatory requirements and maintains strong ethical and professional standards. Portfolio management team - Includes directors of equity and fixed income, portfolio managers, and analysts. - Responsible for: - Constructing and managing client portfolios. - Conducting research and security selection. - Implementing the firm's equity and fixed income strategies. How clients interact with the team - Clients typically work with a dedicated wealth advisor or relationship manager and portfolio manager. - Additional specialists (such as the Chief Economist or compliance professionals) support the overall investment process and governance. Note - This document provides a high-level overview of roles and responsibilities. Specific individuals, biographies, and direct contact details for each team member are available on the firm's website. Source: https://stonebridgecap.com ## What Stonebridge Capital Advisors has not published yet These are things people ask Stonebridge Capital Advisors that its published information does not yet cover. - prices - fees - availability of advisors or appointments - investment performance or returns - tax outcomes - regulatory or legal guarantees - future economic or market conditions Ask anyway — the agent will say plainly that it is not published rather than guess. ## Where this comes from https://stonebridgecap.com