The Stonebrooke Asset Management Story
Stonebrooke Asset Management was established over 15 years ago to provide Discretionary Portfolio Management services and deliver a solid investment management client experience.
With over 30 years of investment industry experience, George Kurcin leads the Stonebrooke Asset Management team as President and Chief Portfolio Manager.
In 2016, George expanded his practice to include clients of Rockvale Capital Partners with Bill Doerfling and J. David Curran joining the Stonebrooke firm as portfolio managers adding to the wealth of experience and knowledge offered by the Stonebrooke Asset Management team.
Mo Awan, Partner and VP, Business Development, is responsible for creating and managing the growth of the company. With an extensive and successful record of helping business owners thrive, Mo is passionate about helping people protect and grow their wealth.
Our Approach:
To successfully manage an investment portfolio, a disciplined, balanced approach to control portfolio risk is essential for long term growth and downside protection. With access to both public and alternative investment opportunities, Stonebrooke Asset Management offers a range of investment options tailored to your risk tolerance.
Research:
With well developed capital market experience and high quality independent research, we make sound investment decisions earning the trust of our discerning and astute clients.
Portfolio Construction & Monitoring
We structure client portfolios to do three things:
- produce consistent investment returns over the long term,
- preserve capital in down markets, and
- smooth out the ups and downs in volatile times.
Most clients achieve the right blend of diversification, customization and cost efficiency by holding one of the three pooled funds that we manage:
Successful business owners and affluent families are looking for a central financial point person to coordinate and implement financial decisions. Stonebrooke Private Wealth Management is our chosen referral partner for Wealth Advisory Services, Corporate Financial Planning, and Insurance Solutions. With this strategic alliance, we are well positioned to provide this elevated service for our clients.
This article is provided for information purposes only. Although the content is believed to be reliable when posted, Stonebrooke Asset Management cannot guarantee this information is current, accurate or complete and does not assume any liability. The information is not intended to provide any insurance, financial, legal, accounting or taxation advice and should not under any circumstances be relied upon without consultation about your specific situation. The information is subject to modification and updating from time to time without notice.