Advisory Services and Investment Strategies

Preserving your lifestyle and legacy

Our Philosophy

Our Philosophy

Every Stableford Capital relationship begins with listening and learning so we can construct a custom, comprehensive plan based on your unique needs, preferences, and values. Regardless of your goals or the services we’re providing, every decision Stableford makes is based on a prudent investment philosophy that has stood the test of time.

Protect and grow wealth by investing in high-quality, capital compounding companies that have a sustainable competitive edge, experienced management teams, as well as a strong track record of capital allocation and smart decision-making.

Minimize risk and maximize returns by carefully investing with an eye toward downside risk first and potential appreciation second.

Drive positive impact by providing investment solutions that incorporate Environmental, Social, and Governance (ESG) metrics.

Reduce Taxes drive positive impact by focusing on low turnover and long-term holdings.

Stableford makes the experience easier by coordinating between our financial counseling, tax and asset management teams on your behalf.

Integrated Advisory Services for Every Stage of Life

Financial Counseling

Financial Counseling

Stableford balances short-term focus with long-term understanding by ensuring your asset management and financial planning decisions work in concert. By combining the depth and breadth of multiple financial experts, Stableford serves as the trusted partner who helps you achieve better outcomes and gain peace of mind.

Our financial counseling services include:

• Retirement planning
• Estate planning
• Financial planning
• Trust solutions through our Trustee Match Program

Tax Planning

Tax Planning

Industry regulations make it extremely difficult (if not impossible) for investors like you to get holistic guidance that considers your complete financial picture. Stableford Capital coordinates your finances, taxes, and assets to reduce stress and frustration, help you make more informed decisions, and maximize after-tax financial returns.

Our tax services include:

• Tax planning
• Tax preparation

Asset Management

Asset Management

Unique, ever-changing wealth considerations require an asset manager who is flexible and dynamic. That’s why Stableford Capital designs your investment strategy based on your unique goals, values and financial situation.

As a client of Stableford Capital, you gain access to strategies that are typically only available to institutional investors, including ESG-focused products. We also play a hands-on role in continuously researching, executing, and managing your portfolios, while keeping you informed at all times. This customized, active approach increases confidence and helps maximize your financial success.

Our asset management services include:

• Investment strategy development
• Portfolio management
• Risk management
• Sustainability (ESG) analysis

Stableford’s Investment Strategies

When Stableford customizes your investment plan, we draw from a collection of specific strategies that focus on low turnover, tax efficiency, liquidity and the option for ESG integration.

Developed by our veteran wealth managers leveraging their 100+ years of experience on Wall Street and the most up-to-date ESG insights, Stableford’s investment strategies are inspired by institutional solutions that have been effective for massive organizations with the most complex needs. We then tailor these strategies for individual investors like you, delivering the perfect blend of power and personalization.

The
Stableford Approach:
Low turnover
Tax efficient

Growth-oriented investors with a higher risk tolerance and an emphasis on capital appreciation

Balance oriented investors focus on growing and preserving their wealth

Income-oriented investors focused on yield

GROWTH PORTFOLIO

Stableford Investment Strategies

  • Stableford
    50 Plus –
    Aggressive
    Stableford 50 Plus – Aggressive seeks to invest in a diversified portfolio of high quality securities in sectors with the largest opportunity for appreciation while targeting risk levels equal to or above the overall market.
  • Stableford
    50 Plus
    Stableford 50 Plus seeks to invest in a diversified portfolio of high quality securities, in sectors with the largest opportunity for appreciation while targeting risk levels below that of the overall market.
  • Stableford
    ETF Plus –
    US Equities Fund
    Stableford ETF Plus – US Equities Fund seeks to invest in a diversified portfolio US securities. This strategy will target risk levels similar to the overall market
BALANCED PORTFOLIO

Stableford Investment Strategies

  • Stableford
    ETF –
    Conservative
    Stableford ETF – Conservative seeks to invest in a diversified portfolio of high quality securities, primarily ETFs, in sectors with opportunities for appreciation balanced with capital preservation. This strategy will target risk levels below that of the overall market.
  • Stableford
    50 Plus –
    Conservative
    Stableford 50 Plus – Conservative seeks to invest in a diversified portfolio of high quality securities with opportunities for appreciation balanced with capital preservation. This strategy targets risk levels below that of the overall market.
INCOME PORTFOLIO

Stableford Investment Strategies

  • Stableford ETF Income
    Stableford ETF Income seeks to invest in a diversified portfolio of income producing securities, primarily ETFs, while preserving principal. This strategy will target risk levels below that of the overall market.

Specific Solutions Backed by a Proven Process

Stableford’s investment strategies may be advanced, but our process is quite simple.
See how we help you navigate the financial waters and achieve the success you’ve always dreamed of.

SEE THE PROCESS

Wish There Was One Firm that Could Meet All of Your Financial and Tax Needs?

Now there is. Get in touch with Stableford to tell us what you are looking for in a financial partner and discuss how we can help.