- Our Services
- Investment Strategy
Stonebrook Capital Management, Inc is an independent registered investment advisor offering comprehensive investment services to individuals, retirement plans, institutions, foundations, & family offices. From custom financial planning to individual portfolio management, our objective and proactive investment solutions will simplify your life and help you reach your financial goals.
Stonebrook offers high quality, unbiased investment advice based on solid expertise. Our principals have between 19 years and over 40 years investment industry experience. Using research from leading independent sources and our own original work, we will help you capitalize on opportunities and manage risk. We look for value worldwide and in all asset classes. We intensively monitor your investments, industry and legislative trends, and overall market trends to keep your portfolio aligned with your goals. When markets trend lower we employ defensive strategies such as allocating into other asset classes to reduce volatility, limit losses, and protect your capital.
We can offer a comprehensive financial plan tailored to your unique needs by the professionals of Stonebrook Capital Management. Our seasoned investment advisors excel at listening to you, discerning what your financial goals and risk tolerances are, and customizing a roadmap for you to achieve them.
However simple or complex your financial life is we can devise a well-researched and diversified investment portfolio to match it .Using independent research and the most sophisticated planning and management tools, we can properly position your portfolio for optimum return compatible with your objectives and risk tolerance.