We endeavor to provide real value to clients through superior investment returns and exceptional service.
We maintain an entrepreneurial environment to motivate and empower employees to provide clients with the highest level of investment service.
We respect and support the communities we touch through sponsorship of local and national causes.
HISTORY OF STONERIDGE
StoneRidge Investment Partners is an independent registered investment advisor (RIA)* located in suburban Philadelphia, PA. Our diversity in ownership and staff enables our firm to create highly effective teams, delivering a competitive and performance-driven culture that differentiates our investment returns from our peers.
Founded in 1999 and restructured under new management in 2009, StoneRidge became an emerging and minority-owned equity money management firm, offering investment solutions to public pension funds, endowments & foundations, corporate employee benefit and treasury funds as well as Taft-Hartley plans. Senior members of our equity portfolio management team have worked together since 1984.
In 2008, Steven Sanders formed Beltraith Capital, LLC for the purpose of acquiring a controlling interest in StoneRidge Investment Partners. In May 2009, Mr. Sanders was named CEO & Chief Investment Strategist at StoneRidge while Beltraith currently has a 73% ownership interest.
At StoneRidge, we manage fully diversified equity portfolios utilizing our proprietary "Quantamental" investment process to deliver investment solutions.
*Registration as an investment adviser does not imply a certain level of skill or training.
INVESTMENT TEAM LONGEVITY AND CONTINUITY
- StoneRidge Investment Partners, LLC was formed in 1999
- 10 Staff members
- Investment team approach
- $616.50 million in assets under management*
- Serving 21 institutional clients* *as of 03/31/2018
- Team averages over 20 years of investment experience
- Senior equity team has worked together since 1990
- Expertise across all economic sectors and capitalization tiers