From certified financial planners to analysts, strategists, and advisors, Stableford staff utilizes their diverse backgrounds to create a unique culture. The integrated advisor approach takes the middleman out of communication, buys, and sells. This, on top of the various perspectives and institutional experience of each member of Stableford leadership, leads to a well-rounded and gratifying investment experience for clients.
When considering your legacy and future of your family, you likely think of it in terms of trusts, asset management and powers of attorney. An ethical will goes a step beyond traditional wills to include more personal details and is an excellent complement to any estate plan. If you see an ethical will as a valuable part of your legacy, it’s never too early to start writing one.
We’re never happy with negative returns but we are happy when we are able to preserve your capital. On a relative basis, that is what we have done. The losses in our strategies are a fraction of the overall equities markets and a 60/40 mix of equities and fixed income. This is why we are proponents of the active approach to investing. It’s times like these when being prudent and risk-averse matters.