Investment management
STONEFORD
Investment management
STONEFORD

Photo by Bethany Barrett

Every dollar has a purpose.

Most advisors fit you into a model.

Stoneford builds a model around your needs.

We provide disciplined, values-driven portfolio management built around your goals and risk profile. Our investment approach emphasizes stewardship, diversification, and long-term consistency—helping you grow and protect wealth through portfolios aligned with both your financial objectives and personal convictions.

Our Investment Philosophy

Our Fee Structure

For Individuals and Families

Contact Us to Get Started

We provide disciplined, values-driven portfolio management built around your goals and risk profile. Our investment approach emphasizes stewardship, diversification, and long-term consistency—helping you grow and protect wealth through portfolios aligned with both your financial objectives and personal convictions.

Our Investment Philosophy

Our Fee Structure

For Individuals and Families

Simple Structure.
No hidden fees.

For Individuals and Families, we charge a simple, tiered advisory fee based on the assets we manage for you:

0.95% annually on the first $5 million

For portfolios above $65 million, we offer custom fee arrangements tailored to your needs.

0.55% annually on assets over $5 million

We provide OCIO (Outsourced Chief Investment Officer) services that bring institutional-level portfolio management to individuals, families, and organizations. Through a disciplined, values-driven framework, we handle asset allocation, manager selection, and ongoing oversight—so you can stay focused on your mission while we steward your investments with clarity and accountability.

Our Investment Philosophy

Our OCIO Fee Structure

For Organizations and Institutions

Contact Us to Get Started

Transparent Fee Structure.
Aligned with your Organization's Goals.

Typical all-in cost:

Most of our OCIO clients fall between 0.45% and 0.60% annually, depending on portfolio size, strategy, and manager mix.

Service Category

Annual Fee

OCIO & Portfolio Management

Client Servicing, Trading, & Technology

External Portfolio Manager

0.15%

0.10%

0.14% - 0.30%

OCIO & Portfolio Management
  • Annual Fee: 0.15%

Client Servicing, Trading & Technology
  • Annual Fee: 0.10%

External Portfolio Manager
  • Annual Fee: 0.14%–0.30%

Cash flow Drives Risk Capacity

Investment Philosophy

At Stoneford, we care less about chasing trends and more about building portfolios around your mission and needs. We select investments by applying rigorous fundamental analysis, evaluating managers, and seeking securities that best fit our clients’ unique needs and risk profiles.

We believe portfolio allocations should be built around cash flow needs (distributions) and risk capacity (not just appetite).

We focus on time and withdrawals: How long will each dollar stay invested before you need to use it?

This flips the conventional approach. Instead of fitting you into a pre-set model, we design a model around your actual needs.

Cash Flow

Withdrawal rate

Allocation

Portfolio Design

0.14% - 0.30%

Investment Management
for Individuals & Families

Investment Management
for Organizations & Institutions