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  3. Our Process

Our Process

We begin with taking the time to get to know you. We then design, implement, and monitor customized investment strategies that are tailored to your specific needs.

 

Stonebrook has a comprehensive discovery process. Getting to know our clients helps us to identify the most appropriate investment strategies for them. We then build customized investment proposals that are tailored to each client’s individual needs. Our portfolio construction is based on research, fundamental analysis, principles of behavioral finance, and years of experience. Stonebrook continuously seeks to capitalize on opportunities created in the equity and fixed income markets while providing the ongoing education, insight, and guidance necessary to keep our clients on the path to financial independence.

About

  • Our Name
  • Our Mission
  • Our Process

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: 914-821-5650

Email: joe.mazzucco@lpl.com

3010 Westchester Ave Suite 200, Purchase, NY 10577

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Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: New York, New Jersey, Connecticut, Florida, California, Rhode Island, Illinois, North Carolina, and Hawaii.

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