Stonehurst Management, LLC

Stonehurst Management LLC is a fee‑only, registered investment adviser that provides discretionary portfolio management and financial planning to individuals, families, trusts, estates, charitable organizations, endowments, and business entities. The firm manages approximately $27 million in client assets and serves clients located in the United States and internationally.

Stonehurst’s investment process begins with client-specific asset allocation across traditional and alternative asset classes guided by modern portfolio theory, and it implements portfolios using mutual funds, ETFs, publicly traded securities, municipal and U.S. government bonds, and partnership interests. The firm conducts ongoing monitoring and rebalancing, may perform tax‑loss harvesting, and supports its decisions with proprietary optimization models, industry research and regular Investment Committee reviews as well as manager interviews and statistical fund analysis.

Compared with many independent advisers, Stonehurst routinely accepts corporate and institutional relationships — including business entities, pension or profit‑sharing plan clients, endowments, and charitable organizations — and may offer reduced fees to not‑for‑profit clients. The firm also notes experience advising clients employed in private equity, financial services and independent businesses, and documents its oversight and trade practices (including trade error correction and proxy‑voting procedures) in its written policies.