Business Details
28 Years
experience
Trusted Investment Management Solutions
Stonebridge Capital Advisors is a client-focused investment management firm dedicated to enhancing the financial well-being of individuals, families, institutions, and nonprofit organizations. Founded over 27 years ago, we prioritize long-term relationships built on integrity and respect, offering customized investment strategies tailored to each client's unique goals. Our team of accredited professionals, including CFA charterholders and Ph.D. economists, adheres to rigorous ethical standards and global investment performance guidelines.With $2.3+ billion in assets under management, we combine fundamental analysis with a disciplined approach to navigate market volatility and deliver superior client outcomes. Recognized for excellence through awards like the BBB Torch Awards for Ethics and Top Women in Finance honors, we remain committed to community partnerships and educational initiatives that extend our impact beyond financial services.
Services
Investment Management
Wealth Management
Institutional Advisory
Advisory Partnership
Nonprofit Investment Management
Details
- Year established: 1998
Highlights and features
- We offer 27+ years of experience in personalized investment management.
- Our team includes CFA charterholders, Ph.D. economists, and AIF designees.
- We maintain a fiduciary commitment to ethical best practices and transparency.
- Our firm complies with Global Investment Performance Standards (GIPS).
- We combine top-down and bottom-up fundamental analysis for strategic portfolios.
Associations and certifications
- SEC
- CFA Institute
- Center for Fiduciary Studies (AIF)
- Global Investment Performance Standards (GIPS)
Services
Investment Management
We deliver customized portfolios using individual equities and fixed-income securities, focusing on long-term growth through fundamental analysis. Our strategies avoid mutual funds and ETFs, prioritizing client-specific risk tolerances and liquidity needs. Daily performance reporting and direct access to portfolio managers ensure transparency and adaptability in volatile markets.
Wealth Management
Our holistic approach addresses wealth navigation across life stages, integrating tax-efficient strategies and estate planning. By understanding clients' unique financial goals, we create personalized roadmaps for asset preservation and intergenerational transfer. Regular client meetings ensure strategies evolve with changing personal and market conditions.
Institutional Advisory
We provide tailored investment management for nonprofits, insurers, and corporations, combining compliance expertise with performance-driven portfolios. Services include fiduciary oversight, risk assessment, and customized reporting to meet institutional objectives. Our SEC-registered advisors adhere to GIPS standards for institutional clients.
Advisory Partnership
We empower financial advisors with investment solutions, compliance resources, and client reporting tools. Our partnership model offers access to proprietary research, portfolio management expertise, and technology platforms that enhance advisors' service capabilities for their clients.
Nonprofit Investment Management
We specialize in endowment and operating fund management for nonprofits, balancing mission alignment with financial sustainability. Strategies focus on long-term growth, liquidity management, and ethical investing principles tailored to organizational goals and donor intent.
People
Heidi Hukriede
Chief Operating Officer
CFA charterholder with three Top Women in Finance awards, Heidi leads operational excellence while championing client-centric values of accountability and community impact through fiduciary stewardship.
Robert Kincade
Chief Executive Officer
Driving Stonebridge's vision, Robert emphasizes trust-building relationships and ethical leadership, leveraging decades of experience to guide the firm's strategic growth and client partnerships.
Daniel E. Laufenberg
Chief Economist
Ph.D. economist providing macroeconomic insights, Daniel develops forward-looking forecasts and policy analyses that inform investment strategies and client decision-making during economic uncertainty.
Questions
What investment services do you offer?
We provide investment management, wealth planning, institutional advisory, and nonprofit investment solutions tailored to client-specific needs.
How are you different from other advisors?
We combine fiduciary responsibility with GIPS-compliant strategies, using individual securities instead of funds, and maintain direct client access to portfolio managers.
What is your investment philosophy?
We use fundamental analysis and long-term strategies focused on large-cap equities and investment-grade fixed income securities for sustainable growth.
Do you work with nonprofit organizations?
Yes, we specialize in customized investment solutions for nonprofits, balancing mission alignment with financial sustainability for endowments and operating funds.
How can I access my account?
Clients access portfolios through secure platforms like Black Diamond, Schwab, and Pershing with daily performance updates and reporting tools.
