Who We Serve

Individual Investors

The individual components of our wealth management approach meld together through a comprehensive suite of services. Our analysis of your retirement, compensation & benefits, and estate plan establishes a foundation that informs a personalized asset allocation recommendation, as well as specific investment strategies. We constantly work to enhance your plan in an effort to minimize your tax exposure, ensure your education funding readiness, and maximize the impact of your charitable gifts.

• Retirement Analysis
• Compensation & Benefits
• Estate Planning
• Asset Allocation & Investment Selection
• Tax Planning
• Education Funding
• Charitable Giving Strategy
• Sustainable Investment Strategies/Socially Responsible Investing

Institutional Investors

Stonehurst Capital Management actively manages long-lived capital for endowments, foundations and pension plans. We provide global, multi-asset investment management which spans traditional and alternative asset classes and strategies. We construct customized portfolios and assumes fiduciary responsibility for asset allocation, investment selection and risk management.