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Stonebridge Financial Partners, LLC

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Stonebridge Financial Partners, LLC

Mission statement:

To Create POWER for our client’s Retirement. To develop long-term quality relationships by providing exceptional services and financial confidence.

Overview:

Stonebridge Financial Partners, LLC is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed with strategies to help grow and conserve your wealth by delivering a highly professional level of personalized service.

We were founded with the goal of assisting our clients in every aspect of their financial lives. We provide personal service. With over 75 years of combined industry experience, we strive to help create financial stability and financial independence for each of our clients.

Our Investment Philosophy:

Our investment philosophy is founded on the principle of asset allocation. Research has shown that how your investments are divided among different asset classes such as stocks, bonds and cash has, by far, the greatest impact on overall investment performance and volitility (risk). A 1991 study published by Financial Analysts Journal showed that asset allocation accounted for 91.5% of the variability in portfolio total return, while security selection, i.e. "stock picking", accounted for 4.6% and market timing only 1.8%. [See also Ibbotson/Kaplan study-Financial Analysts Journal/Jan/Feb 2000.] This study was based on the Nobel Prize winning work of two economists; William F. Sharpe and Harry Markowitz. While asset allocation does not ensure a profit or protect against loss, we believe that utilizing Nobel Prize winning technology to build portfolios is one of the most effective ways to work towards long-term investment goals. However, some in the financial services industry would lead you to believe that it’s all about stock picking and market timing. Within our asset allocation process, we utilize several tools to help you develop a customized asset allocation plan.

Vision:

Our mission is to become lifetime wealth coaches to our clients by serving them in a manner that will help improve the overall quality of their lives. We seek to create financial confidence by providing professional advice, education, communication and exceptional service that exceed our client’s expectations. We always look for opportunities to help our clients make a meaningful difference within their families, companies and communities.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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