Stableford Capital LLC

Stableford Capital serves a mix of individual clients (including high-net-worth households), business owners, and institutional retirement plans, offering discretionary portfolio management alongside integrated financial planning and retirement plan advisory services. The firm also provides standalone and tiered financial planning and consulting for businesses, with higher tiers explicitly including estate coordination and coordination with outside CPAs and attorneys.

Investment decisions are implemented on a discretionary basis and the firm emphasizes absolute, long-term total return with a focus on high-quality, capital-compounding companies, using a combination of macro, fundamental, technical, and quantitative analysis. Stableford operates a proprietary analytics platform built on the Bloomberg terminal and offers model portfolios for retirement plan participants; its research and trading approach includes the use of options, inverse/enhanced ETFs, and other derivative strategies where appropriate.

Compared with many peers, Stableford discloses a historical connection to an affiliated tax entity (Stableford Tax LLC is noted as no longer active) while still coordinating tax-aware strategies and working with outside accounting professionals in its business-planning tiers. The brochure also documents practices that are less common among similar team firms: employing derivatives and leveraged ETF strategies in separately managed accounts and acknowledging that clients may elect to borrow against portfolios, alongside a dedicated technical-research function (including a Chartered Market Technician) that supports its proprietary analytics.