Stableford Capital Partners

Stableford Capital Partners provides fee-based, discretionary investment advisory and custom portfolio management to individuals, trusts, estates, charitable organizations, corporations and other business entities. The firm offers portfolio management for both individual and institutional clients and does not engage in performance-based fee arrangements or wrap-fee programs.

Stableford’s investment approach centers on a tactical asset-allocation strategy, combining fundamental and cyclical analysis with both long- and short-term purchases to manage risk and pursue performance. To implement those allocations the firm may use a broad set of instruments—exchange-listed and OTC securities, fixed income, mutual funds and options—as well as partnership interests and allocations to private equity and venture-capital funds, and may use cash positions as a hedge.

Notably, Stableford is uncommon among small independent advisors in expressly serving institutional clients while also employing allocations to relatively illiquid and complex vehicles such as private equity, venture-capital funds and real estate or oil and gas partnership interests. The firm is a recently formed state-registered advisor and operates with a recommended independent custodian relationship for execution and custody, while clients retain proxy-voting authority.