MAXIMIZE YOUR FINANCIAL POTENTIAL
Investment Management
By customizing your portfolio to reflect your unique needs, you can rely on a strategy positioned to align with your definition of success, tailored to accommodate your cash flow needs and lifestyle goals.
What We Offer
Investment Management
Investment Strategies
Maximize returns and minimize risk with our tailored strategies that align with your financial goals and risk tolerance.
Asset Allocation
Establish a diversified portfolio that is tailored to your investment goals and risk tolerance with our strategic approach.
Asset Management
Improve your asset performance and manage risk effectively with our comprehensive asset management solutions.
Tax Modeling
Optimize tax efficiency and minimize liabilities with our strategic solutions tailored to your financial objectives.
Economic Forecasting
Leverage our economic forecasting to anticipate market trends and inform strategic investment decisions.
Research & Analysis
Access new opportunities for your portfolio, ensuring you maintain a dynamic and optimized investment strategy.
Cash Flow Planning
Manage cash effectively with our personalized cash flow management solutions tailored to your financial needs.
Due Diligence
Receive a thorough assessment of investment opportunities and mitigation strategies with our comprehensive due diligence.
Our Process
- Exploring
- Collaborating
- Executing
Exploring
Getting to Know Each Other
Before constructing a portfolio tailored to your needs, we thoroughly examine your cash flow requirements, risk tolerance, financial standing, and specific objectives for each dollar invested.
Collaborating
Sharing & Reviewing Information
You’ll be asked to share a list of documents so that we can understand your assets and your desired outcomes for them. We’ll discuss how your data shapes our investment approach and ensure alignment with your financial objectives and preferences.
Executing
Carrying Out Your Plan
Once we’ve established clear expectations, we’ll begin implementing our strategies and managing your portfolio. We'll provide regular updates and transparent communication to ensure you're always informed about the progress of your investments.
YOU MAY WANT TO KNOW
Frequently Asked Questions
What type of people does Stoneford Advisors work with?
You, your family, your friends, and your community. We work closely with you to ensure you have the service model that best meets your needs, not ours.
What fees can I expect?
Our fee model is straightforward:
- First 5,000,000 is .95%
- Everything above $5,000,000 is .55%
- We can create custom fee schedules when assets are above $65,000,000.
What does our engagement look like?
Rather than offering off-the-shelf options, we tailor our approach to your goals (or, the goals of your family, foundation or organization).
Our focus is on knowing your risk capacity, cash flow, tax liability, philanthropic, and legacy goals before investing, ensuring every dollar serves your objectives.
Where is my money held and what do you manage?
Your funds are held with reputable financial institutions such as Fidelity, Schwab, Goldman Sachs, and others. While we generally prefer to work within this group, we're open to discussing alternative options to best suit your needs.
We manage:
- Cash
- Stocks
- Bonds
- ETFs
- Mutual funds
- Alternative assets
We do due diligence, but don’t charge fees on:
- Private equity
- Hedge funds
- Real Estate
- Venture Capital
- Limited Partnerships
- Private Debt
done waiting for the right time?