There is nothing better than a face-to-face meeting to get to know someone. A conversation about you-your history, your family, your goals and desires-is the starting point to getting to know and serve you, our client. In fact it's the starting point for most of what we do.
Whether its managing your portfolio or planning for your retirement and beyond, we need to know who you are, what you are like, what you want to accomplish, and more, in order to serve you well.Find out if your "risk number" fits the "risk number" of your portfolio and if either of them are actually what you need!
Whether its managing your portfolio or planning for your retirement and beyond, we need to know who you are, what you are like, what you want to accomplish, and more, in order to serve you well.Find out if your "risk number" fits the "risk number" of your portfolio and if either of them are actually what you need!
Services
Stone Bridge Asset Management, LLC is a registered investment advisory firm providing investment management, consulting, and planning services for individuals, businesses and foundations on a fee-only basis. We recognize that working with a professional asset management firm is a very personal choice.
With close to 100 years of collective business and investment experience, we are here to actively listen to our clients' goals and work diligently in-house or with outside industry experts to design and implement specific plans. Whether its securing income for your retirement, planning for your grandkids' education, distributing your family assets, or managing your investments, we have the experience to help.
David Babb and Erik Boehm both began their investment careers in the mid 1990's. Erik cut his investment teeth on international markets working in the Czech Republic, while David was here in the Southeast. Although they were separated by two continents and were managing different asset classes (emerging market equities and fixed income, respectively), the same valuable investment lessons were being learned.
Our vision is to be our clients' most valuable asset by creating a wealth management firm that provides relevant solutions with the goal of the clients' financial well-being. To treat our clients and colleagues with integrity, honesty, and compassion born from thoughtful dialogue making for a truly rewarding experience for both client and company.
Our overall investment philosophy is simple: volatility matters and has lasting impacts on our clients' portfolios. Our risk-management theme, focused on market volatility, resonates throughout our investment strategies and solutions. It is also a product of the past investment experiences of both our portfolio managers, David Babb and Erik Boehm.
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