Stonebridge Advisors LLC

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Stonebridge 0 Skip to Content Open Menu Close Menu Open Menu Close Menu Stonebridge Advisors LLC is a registered investment advisor based in Wilton, CT. Stonebridge has specialized in the active management of Preferred and Hybrid Securities for institutional and high net worth individuals since 2004 and manages $13.26 billion in assets under management or supervision (3/31/2026). Stonebridge’s investment philosophy is centered around risk management, security selection and market inefficiency optimization. Our investment framework utilizes proprietary industry and issuer level credit analysis, macroeconomic themes, relative value analysis and market technicals. We are proud of our long-term record of performance and service to our investors as we strive to provide income and total return to our clients. Stonebridge Strategies Standard Taxable Preferred Securities Strategy The Standard Taxable Preferred Securities Strategy seeks to maximize income and total return by generally investing within the $25 par exchange-traded preferred securities market. Tax-Advantaged QDI Preferred Securities Strategy The Tax-Advantaged QDI Preferred Securities Strategy seeks to maximize tax-advantaged preferred income for individual investors (not corporations) and total return by generally investing within the $25 par exchange-traded preferred securities market. Institutional Preferred Securities Strategy The Institutional Preferred Securities Strategy seeks to maximize income for investors by i

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