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.