Stableford Capital Insights

Managing your wealth and making effective financial decisions requires more than just balancing financial services, taxes, and asset management. It also requires a deep understanding of your individual goals, needs, and values. As a registered financial advisory firm, Stableford rises to this challenge by combining open client communication and engagement, an innovative data-driven process, and proven, yet personalized investment strategies.

The Stableford Philosophy

The Stableford philosophy has always been centered around putting the client first, which is why each relationship begins with listening and learning. This allows for the creation of a comprehensive plan that is customized to align with your preferences and unique goals.Through a “client-first” approach and evidence-based processes, Stableford aims to:

• Protect and grow wealth
• Minimize risk and maximize returns
• Drive positive impact
• Reduce taxes
• Make each step of the experience as easy as possible

Stableford’s portfolio managers and strategists are experts not only in wealth management, but in client education and communication as well. Regardless of the services provided, all financial decisions are based on a prudent and unique investment philosophy that is built to stand the test of time.

The Stableford Investment Philosophy: A Unique Approach to Investment Strategies

One of the aspects that set Stableford apart is its unique investment philosophy. Unlike many other firms, Stableford focuses on downside protection first, and then potential appreciation second.When customizing a client’s investment plan, a collection of specific strategies are utilized, which are centered around:

• Low turnover
• Tax efficiency
• Liquidity
• And the option for ESG (Environmental, Social and Governance) integration

This investment process has been developed by veteran wealth managers, leveraging both their combined 100+ years of experience on Wall Street and the latest ESG insights.While these strategies are based on proven industry solutions that have worked for many massive organizations, they are also customized and tailored to each individual client. When proven solutions are combined with a more individualized approach, it creates the perfect blend of power and personalization.

Leading Edge Technology

Technology is the cornerstone of any well-rounded financial advisory firm. Innovative technologies not only keep things interesting, but also ensure that you stay ahead of the game when it comes to managing your money. This is why Stableford is consistently investing in leading-edge technologies and innovative strategies to stay flexible and dynamic, while enhancing client experience throughout each step of the process.In addition to investing in the latest technology, Stableford’s advisors still complete all trading and allocating personally in a built-in back office. When investment services and portfolio management are done in-house, financial advisors are able to ensure that all actions are executed correctly and that nothing slips through the cracks.

“Client-First” Communication and Engagement

Why do clients choose to work with Stableford? Beyond innovative strategies and a unique investment philosophy, the number one reason that clients choose Stableford is our style of open communication and engagement.No matter what services are provided, clear client communication is always top of mind. When it comes to making decisions about your money, you should be as engaged and informed as possible. Whether the market is up or down, it’s crucial to know where you stand.Many larger firms tend to focus more on volume, which allows far less opportunities for personal connections with clients. Without open communication and consistent updates about your wealth management strategies, it can be difficult to know if the choices being made are truly in your best interest.As a fiduciary, Stableford is held to a higher standard. When making prudent financial decisions, Stableford’s advisors will always put the client’s needs ahead of their own.For up-to-date information on the latest financial news, important topics, and innovative wealth management strategies, request a trial subscription to our digital market blast.To learn more about how Stableford Capital can help guide you through the process of smart wealth management, call 480.493.2300 or contact us to schedule your complimentary 15-minute consultation.