A Firm You Can Trust
Stableford offers the expertise without the ego. We may have decades of experience on Wall Street and advanced degrees, but our focus is on your success, not ours.
The Story Behind Stableford
Wealth management is strategic. Similar to golf, it requires constant monitoring and an integrated, ongoing process that allows for adjustments and improvements. Founder Andrew Brinkman chose a name for the firm that reflects the two disciplines.
“Stableford” is an alternative scoring system in golf that rewards focus on managing a plan for the next shot, not just the current one. An avid golfer, Brinkman noticed similarities with this scoring method and his approach to risk and wealth management.
The Stableford logo serves homage to golf with an abstract tee, along with three strokes to represent our three specialties: financial counseling, tax services, and assest management. Together, these design elements create an owl, conveying the strength and wisdom we offer our clients.
The Mission and Values
that Guide Our Work
Stableford serves as your problem solver in asset management, financial planning, and tax services in order to maximize the growth of your wealth, while ensuring its ability to satisfy your liquidity needs over all time horizons. Our business is guided by a set of core values that shape the way we approach every relationship and interaction.
Experience, judgment, and common sense applied to reason and knowledge.
Fiduciary responsibility exercised with utmost discretion, full accountability,and complete transparency.
A collective effort that is constantly monitored and measured to achieve positive results.
Innate drive and pure motivation to learn, grow, and excel.
Mutual respect and attention, rooted in
abiding trust and loyal service.
Meet the Managing Partners Who Build Your Prosperity
Stableford is made up of experienced portfolio managers and strategists who have decades of institutional experience in complex markets, along with a commitment to client education and communication. Get to know the trusted partners who will help you navigate the wealth management waters.
Stableford believes that investments should mirror not only one’s financial goals and needs, but also their personal values. We recognize the growing importance of incorporating ESG criteria to all investments strategies not only seeking long-term benefits resulting from better corporate practices, but also driving positive impact on the way companies do business. For that reason, Stableford partnered with NewDay Investing, a SF-based fintech startup that focuses on developing sustainable investment solutions based on their robust and comprehensive data set sourced from top-ranked ESG data providers.
What does ESG stand for?
Over the last 10 years, studies have consistently shown that companies that meet higher ESG standards carry less risk and achieve increased profitability compared to environmental laggards, poorly-governed companies, and those with sub-standard workplace practices.
Building a Stronger Community Through Events and Philanthropy
Financial success is even more fulfilling when you can share that success with others. Throughout the year, Stableford hosts several events and charitable gatherings to help support important causes, share our financial expertise, and celebrate achievements. See a list of upcoming events, and learn more about how you can get involved.