Integrated Advisory Services and Investment Strategies
Preserving your lifestyle and legacy
Our Philosophy
Our Philosophy
Every Stableford 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, the decisions Stableford makes for you are based on a prudent investment philosophy that we believe will stand 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 by focusing on low turnover and long-term holdings.
Stableford Capital 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 our staff’s expertise and integrated advisory services, 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
It can be difficult 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 constructed with an institutional approach to investment decision making. We also play a hands-on role in continuously researching, executing, and managing your portfolios, while keeping you informed at all times. We believe 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
Stableford Investment Strategies
- Stableford
50 Plus –
AggressiveStableford 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 PlusStableford 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 FundStableford 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
Stableford Investment Strategies
- Stableford
ETF –
ConservativeStableford 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 –
ConservativeStableford 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.
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.