STONEBASIN Capital Management, Inc.

STONEBASIN Capital Management, Inc. (SCM) is an independent registered investment advisor (RIA).  We provide investment management services to individuals, retirement plans 401(k) and 403(b), charitable foundations, trusts and estates.

Excessive investment fees are one of the biggest controllable subtractions of individual wealth.

Message from STONEBASIN Capital Management, Inc:

Many investors do not understand the great assortment of investment products, terminology, strategies or what are fair prices to pay for services provided by the investment community.  This general lack of knowledge opens the door for Wall Street firms and Insurance companies to take advantage and maximize profits at investors expense.  We believe the general public has neither the time nor the patience to learn about the complexities of investing money.  So they trust people like us and hope they are treated fairly.  Trust is a big word.  What does trust mean to the investment community?  Is it maximizing profits at the unfair expense of their clients or is it making a fair profit and helping the general public invest and save responsibly for their future.  SCM is committed to the latter.

As many caring investment professionals have pointed out over the years, investment firms have a duty to start treating investors fairly and stop overcharging.  Investment firms need to act as a fiduciary and place investors ahead of maximizing profits.

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What makes us different from other advisory firms?

In order to help individual investors and retirment plan participants SCM created a booklet titled "How To Protect Yourself From Unfair Investment Fees". Our goal is to give investors the power and self-confidence to cut investment costs and save money. Depending on how much money you invest, this information could save you hundreds if not multiple thousands of dollars annually. This booklet provides the following:

1. Investment Advisor Questionnaire - A list of questions that should be answered by advisors, stockbrokers, bankers, insurance agents, accountants and anyone who gives you financial advise.

2. Easy Investment Cost Guidelines - Provides investors an easy way to measure excessive investment fees.

3. A Few Important Investment Rules To Follow - Basic investment rules to reduce your investment costs.

4. Understanding Mutual Fund Terms - Mutual fund word and term definitions.

Our booklet is free to our clients or can be ordered for $5.95 per booklet plus $1.50 per booklet shipping charges.  Please call or e-mail to place orders.

Trust is a big word.  Trust, integrity, experience, knowledge and confidence explains our approach to investment advisory services.  Many Wall Street firms have forgotton what client integrity means.

SCM does not receive any compensation from outside financial firms.

Investing-Stonebasin provides conservative to midway investment risk, wide diversification and a balanced  asset allocation.  We us mutual funds, exchange traded funds, stocks, bonds (tax free and taxable) and CDs.

Preserving your money. SCM believes investing to peserve assets is one of the most important investment decisions you can make.  A portion of your assets should be invested with little to no risk from market volatilty and capital loss. You cannot count on the stock market to be your financial rescuer or liberator.

SCM does not take custody or have access to your assets. 

We provide full fee disclosure.  SCM explains all costs before you invest.

We recommend no front-end, back-end loads or 12b(1) fees. 

Low fixed annual rates. 

What We Do

Provide Independent Investment Advise. We Save You Money.

•  Dedicated to your long-term investment success.

• Whether an individual account or a 401(k) plan, we will highlight opportunities to cut your investment costs.

• Show you how compounding cost savings is one of the keys to investment success.

• Education: We teach you how to avoid unfair charges.  Why complexity will hurt you.  Difference between Passive and Active investing.  How to preserve your money.