Driven by purpose.
Fulfilled by service.
Disciplined, repeatable, structured, hands-on approach to investing.
We believe a structured, data-driven, disciplined process takes the emotion out of the investment decision. Strict investment guidelines, investment discipline, guardrails, and monitoring tools keep risk management at the forefront of our practice. We proactively adjust client portfolios to capitalize on opportunities created by investor over and under reactions in the market.
Tailored for your life.
We believe that a solid financial plan is the most important step to reach your goals. We will work with you to design your personalized portfolio around your ideal vision for your future. Over time, we will transition your portfolio slowly and do periodic tax loss harvesting to manage your tax liability.
Features of Working with Stone Creek Advisors:
A Strategic, Customized Plan
We analyze and help with your tax considerations, income and withdrawal needs, do a cashflow and budgeting, estate planning and insurance needs and evaluation. We put together a financial plan and portfolio customized to you.
Asset-Liability Matching
We can match each of your spending needs with a portfolio that is geared towards that timeline and risk tolerance. We break liabilities down into secure, income, growth and legacy. This ensures your money is safe for shorter-term needs and grows to match your longer-term needs.
Tax-Aware
We will not transition your portfolio immediately to our models. We will work with you to set a capital gains budget and we will adhere to that budget.
Risk Conscious
Risk is anything that potentially derails you from meeting your goals. But risk is necessary to meet your goals. Because we know you, we understand your risk tolerance and the amount of risk necessary to meet your goals.
Macroeconomic Focus
The world has changed. The economic cycle will matter more going forward as cycles become shorter.
Financial Confidence
Understanding your needs and goals and understanding whether and making measurable progress towards those goals allows you to be more confident about your financial future.
Meaningful Outcomes
Leave a legacy, live the retirement lifestyle you imagined, support your family and give to the causes you care about.
Transparency, Trust, and Independence
Our independence allows us to access the best managers for each asset class, instead of being beholden to one manager or a handful of strategies. We only get paid off of the assets managed, aligning our goals with yours.
Looking for something in particular?
Let’s connect. We’d be glad to speak with you to learn more about your specific situation and offer ways we might be able to assist.