Stonebridge Capital Advisors LLC

Stonebridge Capital Advisors manages approximately $2,519,640,223 in client assets and provides discretionary and non‑discretionary investment management and private wealth services to more than 1,600 clients. Its client mix includes high‑net‑worth individuals and families as well as trusts, endowments, foundations, pension and profit‑sharing plans, insurance companies, corporations and other institutional clients.

The firm emphasizes customized Investment Strategy Guidelines based on fundamental analysis and long‑term objectives, managing diversified equity and fixed‑income portfolios across distinct strategies (growth, growth & income, dividend income, and multiple fixed‑income maturities). Stonebridge also employs options strategies — including a covered‑call approach — in separately managed accounts where appropriate, and coordinates clients’ broader advisory teams to address estate, tax and retirement planning as part of its private wealth offering.

Stonebridge serves as a sub‑advisor to other registered investment advisers and broker‑dealers and acts as the investment manager for an SEC‑registered mutual fund, The Covered Bridge Fund, while reporting $1,553,774,634 in assets under advisement — arrangements and scale that are less common among firms that primarily manage pooled or institutional assets. The firm regularly publishes articles and economic commentary for clients and maintains a client roster that spans individual retail investors through institutional and other adviser clients, reflecting an unusually broad set of services for its category.