Our Process

Modern Portfolio Theory is not just about haphazard diversification. To the contrary, MPT requires extreme discipline both in the way portfolios are constructed and in the investment vehicles that are used to construct them. At Stonebridge Advisors , we believe there are three crucial components to implementing MPT effectively:

Asset Allocation
Asset Location



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1800 Providence Park , Suite 250, Birmingham, AL 35242
| Phone: 205-994-2300
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