What We Do

A thoughtful, disciplined and experienced understanding of the financial world is a key component of what Stedmark Partners delivers. Our ability to connect investment expertise with our extensive experience through various market cycles, promotes a level of forward-thinking advice that differentiates us from other financial service providers. This enables our team to deliver the customized solutions that are most appropriate for each unique situation.

Our investment philosophy—which has remained consistent throughout our team’s history—emphasizes strategic long-term planning and discourages short-term or speculative trading. We focus on asset allocation, diversification and utilization of investments that are appropriate for achieving our clients’ future financial success. We emphasize:

• Prudent investment management

• Comprehensive financial planning

• Sophisticated portfolio design, implementation and oversight

• Retirement income planning

• Coordination of advice among each client’s legal, tax and other key professional advisors to ensure a seamless and unified approach to wealth management.

We are active participants in our clients’ financial lives. Many of our clients rely on us as their single source of financial counsel. We partner with them as changes occur throughout their personal and professional lives to create a dynamic plan that addresses their needs

We are active participants in our clients’ financial lives. Many of our clients rely on us as their single source of financial counsel. We partner with them as changes occur throughout their personal and professional lives to create a dynamic plan that addresses their needs.