Asset Management

We believe long-term investment success is achieved by creating a positive experience for our clients. It’s more than just rates of return; it’s about managing risk with discipline and staying on the cutting edge of financial thinking.

Our client relationships begin with a keen understanding of their investment objectives, risk tolerance, financial needs, and life goals.

We design broadly diversified portfolios to provide our clients with long-term, consistent returns and a greater probability of achieving their goals.

We recognize that predicting the future and controlling the financial markets is impossible, and that our efforts are better served by managing the risks that are inherent to our investors.

For more information and how we work with individuals and institutions, please contact us.

See the bios of AMG's executive team »

Asset Management Commentaries

Spring 2011 - Tug of War 
Winter 2011 - Accepting the Evidence as It's Presented

Media Releases

Stone & Youngberg Taps Paul R. Touchstone, CFA to Head Firm’s Asset Management Services »

See the Stone & Youngberg Asset Management Group brochure.

Stone & Youngberg's asset management services are only available in states in which the firm and or its associated persons are registered or exempt from registration.  Information presented on this website is not intended as a solicitation of products or services or a recommendation of any investment or investment strategy.


Stone & Youngberg LLC is a FINRA member broker-dealer and registered investment advisor. Before investing, please review a copy of our Form ADV Part II which contains an explanation of fees and expenses and other important information about our investment advisory services. A copy can be obtained from your financial advisor. Investment programs involve risk and may involve loss of principal. Not all investments are suitable for all investors and some vehicles are only available to properly qualified investors. The information contained herein is not intended to provide investment, legal or tax advice. Individuals should consult with their financial advisor when making investment decisions.