What differentiates Stableford Capital from other financial firms is its diverse culture that allows for integrated services under one roof. Combining portfolio managers, financial advisors, tax specialists and strategists from all over the country means our clients’ funds are always being looked at and from various perspectives with years of investment experience.
In “The Stableford Culture” video, get an idea of how each member of Stableford leadership brings something different to the table, all adding up to a unique investment experience that directly benefits the client.
What’s Behind Stableford’s Culture?
“It’s not a job, it’s an adventure.” This is how I often refer to working at Stableford. Not in the sense of physical adventure and “saving the day,” but in the sense that the technology and opportunities are constantly changing, and that presents a fun challenge that makes each day interesting.
My decades as a commodity exchanges trader, risk manager, and portfolio manager for high net worth families taught me what was really important when it came to building my own investment firm. First and foremost, I insist that the group comes to work ready to go. But it’s the camaraderie and strong desire to work together for our clients that makes it such a positive environment.
The group itself is made up of leaders with diverse backgrounds. Portfolio managers. Analysts. Brokers. Institutional investor technician. A Silicon Valley entrepreneur. Tax specialist. Certified financial planners. Their unique backgrounds and perspectives bring an unparalleled pod approach to each client’s strategy.
“We all have our different personalities,” says Nathan Faldmo, Director of Advisory Services, “but we hold each other accountable.” The group relies on knowing each person’s strengths and how to get the most out of each other.
Together, our leadership offers clients Integrated Advisory Services: financial counseling, tax planning, and asset management all at one firm with no middleman. This increases direct engagement, communication, and education with our clients.
Redefining the Investment Experience
As a fiduciary, Stableford Capital is all about its clients and the investment experience. While our leadership’s institutional experience in complex markets gives them the know-how to build a successful financial road map, it’s their commitment to client communication and education that makes the Stableford investment experience stand out.
Choosing a financial advisor who understands your unique situation, and who has the experience to guide him or her, is essential to meeting your specific financial goals. Whether you’re looking to invest your assets or your intellect, learn more about being a part of the Stableford Way by calling 480.493.2300 or email us at [email protected].