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
Ready 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
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
Ready 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%
- 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
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