Stone Bridge Asset Management, Llc

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Description

  • Stone Bridge Asset Management is a Registered Investment Advisor. After working in the investment industry since 1995 managing individual and institutional wealth, founders Erik Boehm and David Babb started Stone Bridge as an independent wealth management company. Stone Bridge has a very conservative investment philosophy where the firm looks to limit downside risk rather than trying to create outsized market returns for its clients. This conservative philosophy means that the investment strategies and money managers often employ hedges or portfolio protection. This conservative theme that resonates throughout our investment strategies and solutions is a product of the past investment experiences of both Erik and David from the mid to late 1990s. Although they were separated by two continents and were managing different asset classes (fixed income and emerging market equities, respectively) the same valuable investments lessons were being learned. The world was interconnected and peopleindividuals and institutions alikedid not enjoy downside volatility. Stone Bridge Asset Management provides investment and consulting services for private clients, businesses and foundations on a fee for service basis.
  • location

    Headquarters:240 Forest Avenue Suite 101, Chattanooga, Tennessee, United States

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  • Stone Bridge Asset Management, Llc phone

    Phone Number: +1 423-605-4645

  • Stone Bridge Asset Management, Llc website

    Website: https://www.stonebridge-am.com

  • Stone Bridge Asset Management, Llc employees

    Employees:5

  • Stone Bridge Asset Management, Llc revenue

    Revenue:$0 - 1M

  • Stone Bridge Asset Management, Llc legal name

    Legal Name:Stone Bridge Asset Management, Llc

  • Stone Bridge Asset Management, Llc's Social Media

    Stone Bridge Asset Management, Llc linkedin
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  • |  NAICS Code: 523110  |

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Planning And Asset Manager for Stone Bridge Asset Management, Llc

Michael Greer

Planning And Asset Manager

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Michael Greer

Planning And Asset Manager

Frequently Asked Questions regarding Stone Bridge Asset Management, Llc

  • Where are Stone Bridge Asset Management, Llc's Headquarters?

    Stone Bridge Asset Management, Llc's Headquarters are in 240 Forest Avenue Suite 101,Chattanooga,Tennessee,United States

  • What is Stone Bridge Asset Management, Llc's phone number?

    Stone Bridge Asset Management, Llc's phone number is +1 423-605-4645

  • What is Stone Bridge Asset Management, Llc's official website?

    Stone Bridge Asset Management, Llc's official website is https://www.stonebridge-am.com

  • What is Stone Bridge Asset Management, Llc's Revenue?

    Stone Bridge Asset Management, Llc's revenue is $0 - 1M

  • What is Stone Bridge Asset Management, Llc's NAICS code?

    Stone Bridge Asset Management, Llc's NAICS code is 523110

  • How many employees are working in Stone Bridge Asset Management, Llc

    Stone Bridge Asset Management, Llc has 5 employees

  • What is Stone Bridge Asset Management, Llc's Industry?

    Stone Bridge Asset Management, Llc is in the industry of Financial Services

  • Who is Stone Bridge Asset Management, Llc's Planning And Asset Manager?

    Stone Bridge Asset Management, Llc's Planning And Asset Manager is Michael Greer

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