The Power of Stone House

There is so much more to investing than picking a few stocks or mutual funds.  Today's markets offer more choices than ever before.  Stocks, Bonds, ETFs, REITs, Index Funds, Managed Funds, Commodities, Leveraged Securities, Inverse Securities, Emerging Markets, International, Domestic, Mega Cap, Micro Cap, etc...   Knowing how all of these can be helpful or harmful to your portfolio is a science... and we believe an art at times.  In this world, the "perfect investment" is non-existent, but with innovation and strong portfolio construction, we attempt to help our clients achieve their goals more effectively.

Choices

Not all investors have the same needs.  No matter what you're looking for... we likely have it.  Our full line of portfolios can satisfy a traditional investor as well as those looking for a more unique approach.  We can manage a portion of your portfolio, or help you create a solution for your entire net worth. Our fees are based on the amount of time commitment, proprietary trading strategies and expertise required to manage your portfolio.  Visit our Portfolios page for more details of each platform and also our Form ADV for full disclosures.

We work with many investors who are retired and need regular distributions directly deposited into their checking account.  Others we work with are still building their wealth and want to invest monthly or annually on a regular basis.  Whether you're changing jobs, entering retirement, buying or selling a business, etc... whether your needs are monthly, quarterly, annually or completely random, we can work with you to build a proper arrangement to allow you the maximum flexibility needed to meet your needs