Stonebridge Capital Management Inc

Stonebridge Capital Management, Incorporated, established in 1946, is a Los Angeles-based registered investment adviser specializing in providing a broad range of investment supervisory and management services. The firm is owned by Richard C. Barrett, who serves as the Chief Executive Officer, President, Managing Director, Principal, and Portfolio Manager. Stonebridge offers individualized portfolio management tailored to clients' unique investment objectives and specialized investment strategy management. Clients have the option to impose restrictions on investing in certain securities. Stonebridge may invest client portfolios in a variety of securities, including exchange-listed securities, equities, government securities, corporate debt securities, and municipal securities. The firm's fee schedule is based on a percentage of assets under management, with fees negotiable under certain circumstances. Stonebridge may manage accounts on a discretionary or nondiscretionary basis, with a focus on fundamental analysis in making investment decisions. The firm does not charge performance-based fees and provides portfolio management services to individuals, high net worth families, pension and profit-sharing plans, charitable organizations, trusts, estates, and U.S. businesses. Stonebridge does not engage in principal or agency cross transactions and does not act as a custodian of client accounts. Richard C. Barrett, the principal owner, has a background in Business & Mathematics and holds the Chartered Financial Analyst (CFA) designation. Stonebridge has no disciplinary information to report and does not receive compensation for client referrals. The firm's Proxy Voting Policy ensures that client securities are voted in the best interest of clients when voting authority is delegated. Stonebridge maintains strict confidentiality of client information and has implemented safeguards to protect nonpublic personal information.