stonebridgecap.comStonebridge Capital Advisors | Registered Investment Advisor based in St. Paul, MN

Home Who We Are Who We Are Home Superior Client Service Superior Client Service Home Private Wealth & Investment Management Advisory Solutions Institutional Investment Management Meet Our Team Investment Philosophy Core Values Investment Styles Investment Styles Home Equity Portfolio Management Balanced Portfolio Management Fixed Income Portfolio Management Resources Resources Home News Featured Investment Management Economy Wealth Management Community Partnership Research Custodians Contact Us Contact Us Home Employment Opportunities Client Login Meeting Login Skip to main navigation Skip to main content Menu Toll-Free: Local: 651-251-1000 info@stonebridgecap.com 2550 University Ave W Suite 455 South St. Paul, MN 55114 Search on the site here Search Home Who We Are Dedicated Client Service Private Wealth & Investment Management Institutional Investment Management Advisory Solutions Meet Our Team Investment Philosophy Core Values Community Partnership Investment Styles Equity Portfolio Management Balanced Portfolio Management Fixed Income Portfolio Management Resources News Featured Investment Management Economy Wealth Management Research Custodians Contact Us Employment Opportunities Client Login Meeting Login Client Led, Partnership Driven Stonebridge Capital Advisors is an SEC-registered investment advisory firm, formed in 1997. We provide customized investment and private wealth management solutions. We are client led, partnership driven Stonebridge Core Values Our Core Clients We serve diverse clients, each with unique goals and objectives. The solutions we provide are tailored to your needs. Private Wealth & Investment Management Like the conductor of a symphony, our responsibility is to conduct the process of investment & private wealth management by drawing on the talents of the professionals that help manage your wealth plan. Institutional Investment Management Institutional clients at Stonebridge include insurance companies, retirement plans, foundations, non-profit companies and health care providers. Stonebridge will partner with your organization to assess your needs from developing an investment policy statement to overseeing the structure and management of an investment portfolio. Advisory Solutions Our partnership with financial advisors is more than just managing a client’s investment portfolio, it is also serving your business needs. We work with you to construct financial portfolios based on client’s goals and objectives along with helping build, serve and protect your business. About Us We were founded on a simple premise: The portfolios we manage are developed in our clients’ best interests and are structured with securities to meet their individual needs and objectives. Through an in-depth process of understanding your needs, goals and objectives we structure portfolios with your best interests in minds. Our experienced team of portfolio managers and client services support staff work together to build customized solutions for you. Read More Key Investment Styles Investment solutions are constructed with equity and fixed income securities. All securities and economic & market factors are research and analyzed by our portfolio managers. They are supported by research committees and our staff economist. Equity Our focus is on large capitalization companies that consistently deliver what we believe to be superior rates of return on invested capital over a series of business cycles. We seek to provide maximum long-term rate of return on invested capital while minimizing downside volatility. Balanced A balanced portfolio will use a blend of equity and fixed income strategies to provide income, growth and liquidity. Fixed Income Fixed income portfolios are constructed with taxable and/or tax-exempt bonds to achieve income, reduced risk and liquidity. Stonebridge 43rd fastest growing company according to Minneapolis St Paul Business Journal 2017 & 2019 Top Women in Finance Award Winner- Heidi Hukriede, CFA BBB- Torch Award For Ethics Finalist 2019 Five Star Wealth Manager - Robert Kincade BBB A+ Rating Minnesota Keystone Program Participant Investment News RYP Gauri Jadhav, CFA Disclosure: Please note the badges for Minnesota Keystone Program and RYP are for the year 2020. The badges for the Better Business Bureau, Top Women in Finance are for the year 2019. The Investment News is for the year 2018. To view more information on each award/recognition please click the badge and you will be linked to the appropriate parties website. The awards and recognitions were received through each individual groups research process and not through payment from Stonebridge to the parties, although fees were paid to obtain the rights to the badge, logo and articles/announcements. If you would like more information please call our office at 651-251-1000. Office Location Stonebridge Capital Advisors SEC-Registered Investment Advisor 2550 University Avenue West Suite 455 South St. Paul , MN 55114 Phone: 651-251-1000 Fax: 651-251-1010 Email: info@stonebridgecap.com Explore Home Who We Are Investment Styles Resources Contact Us Client Login Meeting Login Disclaimer © Copyright 2021 Stonebridge Capital Advisors. All rights reserved. Skip To Top...