Operations Process

Client Centered

At Stonebridge Global Investments, we strive to provide you with world class customer service experience. We do this by making sure you understand our approach and our processes, and by providing you with timely information and answers to your questions. We believe in transparency, communication, and having quick and responsive access to your team.

WHAT YOU CAN EXPECT

Our Client Service Manager will walk you through the process of establishing your accounts, transferring assets, and answering any questions you may have about the new account process.

We provide you with all the resources you will need to monitor your portfolio, access timely economic and market data, keep up with Stonebridge Global Investments news and events, and to have direct access to your team of professionals here at Stonebridge.

Our Timeline

We provide you with all the resources you will need to monitor your portfolio, access timely economic and market data, keep up with Stonebridge Global Investments news and events, and to have direct access to your team of professionals here at Stonebridge.

We customize our year-round strategy to make sure we tailor it to your specific needs. You can expect that throughout the year we are taking the following steps to make sure you are on track to meet your goals:

Annually

We will meet with you once a year at minimum to do a thorough portfolio review and recalibrate your investments if needed.

January - April

We are partnering with you and your tax professional to make sure you have everything you need to file your taxes, by determining when your specific forms will be issued, and how you can access them.

March - April

During these months we are reviewing the projected income your portfolio should be generating. We are also reviewing retirement account contributions to make sure you are funding appropriately and will work closely with you to make any necessary adjustments.

October - November

If you are age 70 or older, we will monitor your retirement accounts to make sure you are fulfilling your annual required minimum distribution (RMD) obligations prior to year-end. We are also closely monitoring any automatic distribution arrangements to make sure we are adjusting for annual RMD increases.

December

At the end of the year, we are taking a close look at capital gain estimates and working with you to determine if we should be harvesting any gains or losses to minimize your tax situation.


Interested in learning more?

Please contact us to find out how Stonebridge Global can help you pursue your financial goals.

Already a client? If you would like access to one of our many resources to monitor your portfolio, access your tax documents, or have general account inquiries, please contact your Client Service Manager, Deanna Poidomani.

Questions about your portfolio or investments? Contact your financial advisor Nic Tabellion or Mark Ishibashi.

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