Stonebridge Capital Advisors LLC

Stonebridge Capital Advisors, LLC is a financial advisory firm with a team of experienced professionals dedicated to providing investment services. The firm was established in 1999 by Robert A. Kincade, who serves as the Chief Executive Officer and Portfolio Manager. Stonebridge's team includes experts like John K. Schonberg, the Chief Investment Officer, and Derrick J. Watson, the National Sales & Marketing Director. The firm's investment professionals hold various qualifications such as the Chartered Financial Analyst (CFA) designation, demonstrating their expertise in the field. Stonebridge offers a range of services, including portfolio management, research analysis, and wealth advisory. Clients of Stonebridge Capital Advisors benefit from a client-focused approach, where investment decisions are made in accordance with the client's objectives. The firm's compliance and supervisory procedures ensure that all accounts are managed diligently and in line with the client's goals. Stonebridge Capital Advisors does not have a minimum initial investment requirement mentioned in the brochure. The firm operates with transparency and integrity, with no reportable disciplinary history for any of its team members. Clients can expect personalized investment strategies tailored to their financial needs and goals.