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Protect and Grow

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 market investment opportunities, Stonebrooke Asset Management offers a range of investment options tailored to your risk tolerance.

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.

Our common-sense approach to preserving and growing capital means we can deliver a solid investment management experience for our clients. With well developed capital market experience and high-quality independent research, we make sound investment decisions on our clients' behalf.

Stonebrooke Balanced Growth & Income Fund (Stonebrooke BGI Fund)

The Stonebrooke BGI Fund was constructed thoughtfully to proactively shift, depending on economic factors, to provide either more protection or to take advantages of opportunities.

The Portfolio Manager seeks to achieve the investment objectives of the Fund by investing primarily in public equity, debt securities, select pooled funds, and exchange traded funds with a North American focus.

The fundamental objective of the Stonebrooke BGI Fund is to seek out a combination of both capital growth and income while mitigating volatility over the longer term.

Stonebrooke Portfolios: More Choice. More Growth Potential.

Offering both a Traditional Approach with our Core Portfolios and the Pension or Endowment Model with our Alternative Focused Portfolios, we are able to match our clients with the best choice for their particular investment objectives.

Alternative Investments

Investors know that a diversified portfolio is important for building long-term wealth. A portfolio can be diversified by investing in a variety of stocks, bonds and/or other securities linked to public markets. For even more diversification, investors should consider Alternative Investments.

Expanding investments beyond traditional stocks and bonds offers several benefits such as wider diversification, less volatility, and the potential for better returns.

As investment portfolios grow, Alternative Investments can play an increasingly critical role in portfolio construction. 

Click here to learn more about Alternative Investments.

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.

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