Our planning process begins by defining your goals, regardless of what and when they may be. After talking through it with your advisor, your financial plan will serve as the foundation for future money decisions throughout your investing experience.

Our user-friendly client interface allows you to easily engage with your finances and fund your goals faster than ever.

We recognize that cash plays a part in a real-world financial plan. That is why we offer a competitive cash management solution for savers – with no fees and FDIC-Insurance up to $2mm.

Widely accepted academic research has shown that nearly all of the variation in portfolio returns can be attributed to asset allocation. Meaning the proper mix of stocks, bonds, and other investments is the driving force for future portfolio returns – not market timing or stock selection. Stonebrook Digital incorporates risk-managed asset allocation portfolios for our clients.

Our portfolios are built with low-cost exchange-traded funds (ETFs) to provide targeted exposure to our favorite investment areas. The ETF structure is also highly tax efficient. Bottom line, you keep more of your investment return – with less being sent to fund companies and Uncle Sam.

At Stonebrook Digital, our factor-based risk management process utilizes the same risk framework that underpins the most sophisticated institutional investors across the globe.

Our technology audits your taxable portfolio daily for tax-loss harvesting opportunities. This process has the ability to reduce your ongoing tax burden and increase your after-tax performance.

Investments often have taxable and tax-advantaged accounts working toward the same goals – whatever they may be. Different investments are often taxed differently depending on how they source their return. Our team strategically places assets across different account types to maximize your after-tax returns.