Beltraith Advisory Firms – Beltraith Capital, LLC

Our Advisory Firms

Beltraith is currently executing its strategy via its majority ownership stake and operation of three registered investment advisory firms* that have a combined $1.8 Billion in assets under management on behalf of institutional investors as of 6/30/2018. We manage retirement and non-retirement assets on behalf of corporations, government bodies, hospitals, Taft Hartley plans and institutional investment intermediaries.

StoneRidge Investment Partners

Utilizing a quanta-mental(quantitative + fundamental) investment management approach to design and manage domestic equity portfolios of publicly traded companies.

StoneRidge PMG Advisors

Customized short duration and traditional fixed income portfolios designed to enhance returns in multiple economic and interest rate environments for non-pension and pension investment needs.

EmStone Advisors

Designs and manages opportunistic non-traditional fixed income portfolios by accessing asset classes via marketplace lending platforms through the growing frictionless Fintech delivery system.

*Registration as an investment adviser does not imply a certain level of skill or training