Stonebrook Fund Management
Stonebrook Capital Management is a fiduciary, fee-only financial planning firm founded in 1999, based in Oak Park, Illinois, serving clients virtually across the country. Their mission is to help clients 'Make Work Optional' through risk-managed investing and innovative tax strategies, focusing on growing, protecting, and enjoying wealth. They offer comprehensive investment services, including retirement planning, investment management, and tax planning, with a client-centric approach rooted in loyalty and trust.
Industries
Nr. of Employees
small (1-50)
Stonebrook Fund Management
Oak Park, Illinois, United States, North America
Services
Holistic planning using software models to define goals, risk tolerances, and a roadmap for achieving financial objectives.
Customized portfolio construction and active security selection based on thematic research and valuation analysis.
Ongoing monitoring of holdings, economic and industry trends, and periodic client reporting with performance vs. benchmarks.
Execution of tax-aware strategies including sequencing of withdrawals, Roth conversions, and tax-loss harvesting to lower lifetime taxes.
Advisory support for IRAs, rollovers, Roth conversions, and retirement income planning.
Design and management of portfolios screened for environmental and social criteria with exclusions for fossil fuels and allocation to impact companies.
Holistic planning using software models to define goals, risk tolerances, and a roadmap for achieving financial objectives.
Customized portfolio construction and active security selection based on thematic research and valuation analysis.
Ongoing monitoring of holdings, economic and industry trends, and periodic client reporting with performance vs. benchmarks.
Execution of tax-aware strategies including sequencing of withdrawals, Roth conversions, and tax-loss harvesting to lower lifetime taxes.
Advisory support for IRAs, rollovers, Roth conversions, and retirement income planning.
Design and management of portfolios screened for environmental and social criteria with exclusions for fossil fuels and allocation to impact companies.
Expertise Areas
- Financial planning
- Investment management and tactical asset allocation
- Tax optimization and Roth conversion planning
- Dynamic risk management and portfolio defense
Key Technologies
- Risk assessment platforms
- Financial planning and forecasting software
- Portfolio analytics and performance reporting tools
- Tax-loss harvesting techniques
News & Updates
Mark Vincent discusses the ongoing touring of Mick Jagger and what it reveals about purpose, identity, and retirement.
A retirement planner in Oak Park, IL explains how to make early retirement a reality.
An Oak Park, IL financial planner shares secrets to an early retirement plan through smart tax moves.
Strategies to navigate the complex world of college financing to pay less for college.
Expert perspectives on how to pay for college and whether it is worth it.
Guidance on surviving and thriving during historic market volatility.
Mark Vincent discusses the ongoing touring of Mick Jagger and what it reveals about purpose, identity, and retirement.
A retirement planner in Oak Park, IL explains how to make early retirement a reality.
An Oak Park, IL financial planner shares secrets to an early retirement plan through smart tax moves.
Strategies to navigate the complex world of college financing to pay less for college.
Expert perspectives on how to pay for college and whether it is worth it.
Guidance on surviving and thriving during historic market volatility.