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Wealth Management

Stonegate believes that Investors who follow a plan have a greater chance of achieving their goals than those who act on their emotions. We work with each client individually to understand your goals and develop a holistic approach to personal finance. Our process is built around the combination of financial planning and wealth management.

The Stonegate Portfolios employ a model of investing based on the science of capital markets, not speculation. With decades of research guiding the way, the mission is to work with each client individually to understand your goals and develop a holistic approach to personal finance.

At Stonegate, our wealth management strategy employs two approaches. The first is efficient portfolio construction using the science of capital markets and decades of proven research. The second is harnessing the power of behavioral finance to build a balanced investment plan to help our clients achieve their financial goals.

 

The Science of Portfolio Construction

The central themes of our investment process are portfolio construction and risk management. Science tells us that markets are efficient. You cannot out guess or outsmart the market, and those that try fail more often than not.  Instead of trying to speculate on which stock is the next big thing, we use the power of the market to our advantage and then apply tilts towards areas with proven long-term out performance.  While our focus is on long-term returns, we understand this is not where life is lived. This is why we created a low-cost, efficient, systematic risk management strategy to ensure that our clients can handle periodic volatility without abandoning their investment plan. Risk management is a constant focus at Stonegate. We are always balancing shorter-term fears with longer-term objectives, so our clients remain comfortable with their investment plan.