Your Financial Needs are Unique. So Are Your Values.
We Customize Specific Solutions to Align Them.
Your unique financial challenges can’t be solved with standard solutions.
Stableford Capital is here to guide you through the process of developing a customized plan that addresses your individual needs, while earning your trust every step of the way.
A Dynamic Process
with Measurable Results
Trust can’t be built — it can only be earned. Stableford Capital is committed to earning your trust through consistent feedback, a data-driven process, and results. Using institutional strategies tailored for the individual investor, combined with actionable insights and a proprietary risk management process, Stableford strives to prove our worth every day while helping you increase yours.
Explore the Stableford Wealth Advisor Process
Listen – We meet with your family in person, on the phone, or via web conference to understand your financial concerns, desires, and preferences. Then, our team draws upon our deep expertise to evaluate your current financial state in comparison to your goals. This includes assessing your balance sheet, identifying immediate problems that must be addressed, and understanding any potential tax and estate planning needs.
Learn – Stableford develops an internal committee made up of team members with expertise in a wide range of financial specialties and assesses the information gathered during the Discover phase to determine which solutions are applicable for your needs (asset management, financial planning, and/or tax planning). Once we identify appropriate solutions, our team compiles detailed recommendations within each applicable service so they can return to you with a strategic action plan.
Discuss – Stableford is selective about who we work with because we know the importance of a good fit. We encourage you to be equally judicious when making your decision. After sharing our recommendations with you and answering any questions you may have, we will discuss whether both sides would like to move forward with establishing a relationship.
Implement – Once we engage in working together, Stableford’s team begins turning your strategy into a reality and managing your wealth as the market and your needs evolve. This phase includes setting you up into our proprietary asset management process. We will follow up periodically to discuss recommendations that are in your best interest and actively implement changes with your approval.
Monitor – You’re hiring our team to keep a close eye on your assets, which is our top priority. We know you’re busy, so we adjust our communication based on your preferences. At a minimum, you can expect to receive a weekly Market Blast from Founder Andrew Brinkman with insightful (and often entertaining) commentary about what’s going on in the market, along with occasional phone calls or emails from your wealth advisor whenever there is a question or change to discuss. We’ll also meet with you a couple times throughout the year to ensure your plan is on track and discuss any adjustments that may be needed.
Comfort Comes From Having a Firm You Can Trust
Get to know the knowledgeable wealth advisor who help grow and protect your wealth, allowing you to live the life you always dreamed of while you build your legacy.
Leading Edge Technology That Saves Time and Money
Like you, we want to stay ahead of the game and ensure we’re making sound decisions. That’s why Stableford has invested in innovative technology that can help improve your results and experience throughout every step of the process.
Our technology is the cornerstone of our firm. We believe its capabilities are transformative. Using our proprietary planning platform, advanced risk analysis software, and NewDay, a strategic partner with an innovative sustainability-focused platform, Stableford is able to:
Aggregate all of our clients’ assets — whether they are held by us or by other firms — into one place
Run in-depth performance analyses across all investment types, every account level, and any number of characteristics
Customize performance reporting to best suit each client’s needs
Leverage our investments insights on a fully customized, client-specific basis
Develop your customized asset allocation
Mirror complex holding structures
Provide access to performance reporting anytime, anywhere through a private portal
Aggregate all of our clients’ assets — whether they are held by us or by other firms — into one place
“Fiduciary” is a derivative of the Latin word “fiducia,” meaning “trust” — a word we take very seriously. Stableford Capital is a fiduciary. Someone who is held to a higher standard of conduct in order to avoid conflicts of interest. More than just a legal definition, this philosophy drives every decision we make. The effectiveness of your wealth advisor relies on strength of character and the ability to make tough calls for you, even if they aren’t popular or beneficial for us. Ultimately, protecting you and your wealth are our top priorities. In fact, our firm was founded and named based on our unique approach to managing risk. “Stableford” is an alternative scoring system in golf that rewards risk-taking and focuses on how to manage the next shot, not just the current one. An avid golfer, Founder Andrew Brinkman noticed similarities between this scoring method and his approach to risk and wealth management, inspiring him to name our company Stableford Capital.
“A fiduciary has the power and obligation to act for another (often called the beneficiary) under circumstances which require total trust, good faith and honesty…the best interest of the beneficiary must be primary, and absolute candor is required of the fiduciary.”
– Law.com
– Law.com
Looking for Someone Who Will Sit Next to You, Not Across the Table?
Reach out to Stableford to tell us more about what your legacy looks like and discuss how we can help.