Institutional investment management

Through our partnership with Stonebridge Capital Advisors, we assist institutional investors in a fiduciary capacity that puts the company/clients’ interests first. Clear Direction guides the Stonebridge team led by John Schonberg, CFA, the firm’s CIO, to create custom portfolios of equities, bonds, and exchange traded funds. These portfolios are formed with tax sensitivity as a priority.

The types of institutions we typically serve are:

  • Insurance companies
  • Foundations
  • Endowments
  • Non-profits
  • Corporations
  • Trusts