Stonehenge Private Client Group, LLC

Stonehenge Private Client Group provides investment management and retirement plan advisory services to a mix of individual clients, trusts, estates, charitable organizations, and corporate or other business entities. The firm also offers consulting and advisory support to employer‑sponsored qualified retirement plans and participants in those plans.

The adviser tailors portfolios to client objectives and can manage accounts on either a discretionary or non‑discretionary basis, while retirement plan services are provided on a non‑discretionary, advisory basis. Investment methods include technical and cyclical analysis, a combination of short‑ and long‑term trading, and the selective use of outside managers, TAMPs, annuities, REITs, and other alternative investments.

Stonehenge is distinctive among independent firms for its work with corporate clients and pension/profit‑sharing plans and for operating primarily on a non‑discretionary basis—the firm reported no discretionary AUM and the bulk of assets managed non‑discretionarily at its last fiscal year end. The firm’s principal is licensed to sell insurance and discloses that insurance sales, which are separate from advisory fees, create a potential conflict of interest when insurance products are recommended.