Montego Bay, St James, Jamaica support@stonebrigdefinancialltd.com

Core Values

These fundamental beliefs shape our culture, guide our decisions, and define how we serve our clients.

Client First

We exist to serve our clients. Their success is our success. Every decision we make begins with asking, "Is this in our clients' best interests?"

Client First
Integrity

Integrity

We do what's right, not what's easy. We're transparent in our actions and accountable for our results. Our word is our bond.

Innovation

We challenge conventional thinking to find better solutions. Continuous improvement is in our DNA, driving us to enhance how we serve clients.

Innovation
Collaboration

Collaboration

We achieve more together. By sharing knowledge and respecting diverse perspectives, we create solutions no individual could alone.

ESG Commitment

Environmental 85%
Governance 95%

Our ESG ratings compared to industry average (2023)

Sustainable Investing

We believe responsible investing delivers superior long-term returns while creating positive impact.

Our ESG framework integrates environmental, social, and governance factors into every investment decision. We go beyond exclusionary screening to actively identify companies creating sustainable value.

  • 100% of portfolios ESG-integrated by 2025
  • Carbon-neutral operations since 2020
  • 1% of profits donated to financial literacy initiatives

What Our Clients Say

  • "Stonebridge's integrity and client focus set them apart. They've been instrumental in helping us grow our endowment while staying true to our values."

    Sarah Johnson
    Sarah Johnson University Endowment Director
  • "The team's innovative approach to sustainable investing has helped us achieve our financial goals without compromising our principles."

    David Wilson
    David Wilson Family Office Principal
  • "Their collaborative approach means we benefit from expertise across the entire firm, not just our relationship manager."

    Priya Patel
    Priya Patel Corporate Pension Trustee

    Ready to experience values-driven financial partnership?

    Let's discuss how our approach can help you achieve your financial goals.

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