Stoneridge Pmg Advisors, LLC

StoneRidge PMG Advisors, LLC is an investment management and advisory firm specializing in U.S. dollar-denominated fixed income portfolios. Established in 1996, the firm offers customized Cash Management Solutions and portfolio management strategies such as Limited Maturity, Tax Efficient, and Core-Government/Credit Fixed Income. StoneRidge PMG Advisors charges asset-based fees, with account minimums of $20 million for Aggregate portfolios and $5 million for other strategies. The firm's investment philosophy focuses on conservative, disciplined approaches to outperform benchmark indices. They employ active management strategies with an average annual portfolio turnover exceeding 100%. Clients include institutional entities like pension plans, public funds, and insurance companies. StoneRidge PMG Advisors does not engage in principal trading and refrains from agency cross transactions. The firm's Chief Compliance Officer oversees ethical standards, including a Code of Ethics, fiduciary duty, personal trading policies, and insider trading prevention. Clients' non-public personal information is safeguarded, and the firm does not maintain custody over client funds or securities. The firm's Privacy Notice details information collection practices and sharing protocols. Advisory personnel, including CEO Steven L. Sanders and Senior Vice President Folu O. Abiona, are experienced professionals with educational backgrounds and business histories outlined in the brochure supplement. Clients receive quarterly reports, and account reviews are conducted regularly to ensure adherence to client guidelines and objectives. The firm's investment discretion varies based on client agreements, with most accounts managed on a fully discretionary basis. Voting of client securities is not applicable as the firm does not trade equity securities. The brochure provides comprehensive information on the firm's operations, fees, investment strategies, risk management, and compliance practices. For further details, clients can contact the Chief Compliance Officer, Kimberly A. Clarke.