Investment Process

We have three target investment portfolios: Target Stock, Target Equity, and Target Fixed Income that are customized to our clients' specific needs.

Our Target Stock Portfolio primarily contains individual stocks but may contain some Exchange Traded Funds (ETFs), Mutual Funds, Structured Products, and Options for Risk Mitigation or Hedging.

Our Target Equity Portfolio is primarily ETFs and Mutual Funds. We may also use options for Risk Mitigation or Hedging. 

Target Fixed Income is primarily Mutual Funds, ETF’s or Structured Products and is designed for Income and Risk Mitigation. This strategy is designed to be used with clients that want low volatility, consistent income, and are risk-adverse.

*Investing involves risk, including possible loss of principal.

<b>Investment Philosophy</b>

Investment Philosophy

At Stonebridge Global Investments, we believe that staying invested is crucial to success, and strongly disagree with market timing as a strategy. We customize each portfolios for our client by adding a balance of equities, fixed income, structured products, alternative investments, and options that strive to reduce risk while meeting clients' specific needs.

Our goal is to get the highest return for the amount of risk our clients desire by our investment selection, hedging, tax harvesting, and risk mitigation.*

*Stonebridge Global Investments and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.

Investment Process 

We have three target investment portfolios: Target Stock, Target Equity, and Target Fixed Income that are customized to our clients' specific needs.

Our Target Stock Portfolio primarily contains individual stocks but may contain some Exchange Traded Funds (ETFs), Mutual Funds, Structured Products, and Options for Risk Mitigation or Hedging.

Our Target Equity Portfolio is primarily ETFs and Mutual Funds. We may also use options for Risk Mitigation or Hedging. 

Target Fixed Income is primarily Mutual Funds, ETF’s or Structured Products and is designed for Income and Risk Mitigation. This strategy is designed to be used with clients that want low volatility, consistent income, and are risk-adverse.

*Investing involves risk, including possible loss of principal.

Stocks

We believe owning top companies in their perspective industry is the best way to grow our clients’ wealth over the long term.

Structured Products & Options

We incorporate these products into our clients' portfolio to enhance diversification and manage risk.

Mutual Funds & ETFs

We select mutual funds and ETFs that we feel have the best risk/reward characteristics for our clients.

"Our goal is to increase our individual clients' returns for the amount of risk they are willing to take."

SB Vision

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Risk Alignment

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