Stonebrook believes that a sound plan is the best first step toward reaching your financial goals. Using sophisticated tools, we can help you clearly define your goals and risk tolerances, plan for special circumstances, and help you reach those goals.
Stonebrook uses state of the art software to help define the client risk tolerances and objectives that will guide the portfolio management process, as well as produce a mathematical model to forecast the probability of meeting your goals.
Stonebrook Capital Management has experience helping company executives manage company stock options including specific advice on NUA strategies, and sensible, long term planning for the diversification of concentrated equity positions.
We are experts in IRAs and can assist you with complex questions regarding rollovers, Roth IRA conversions, and multi-generation stretch IRA strategies.
Our sophisticated strategies revolve around a set of model portfolios. These innovative tactical model portfolios have consistently outperformed their benchmarks. They have done this while lowering the overall portfolio drawdowns when the market trends lower. We utilize advanced algorithms which are based on Nobel Prize winning research and extensively tested on real world data.
Our tactical portfolios own the strongest sectors in the market and avoid the laggards. This improves performance when the markets move higher. When markets trend lower, the tactical portfolios shift your assets to safety until market conditions improve.
Investors may choose to own one or more models with all or a portion of their portfolio.
We tailor our portfolios to match any investor’s risk tolerance and goals, suitable for investors at different stages of their investing journey.