Stone Investment Partners LLC


Stone Investment Partners LLC provides investment strategy and research to both individual and institutional investors. The firm applies its expertise in designing multi-asset class portfolios using active, passive and factor (smart beta) investing to help clients reach their objectives while being cognizant of both cost and risk.


Providing investment solutions not products
Tax aware investing for taxable clients
More Than
 25 Years Experience
Keen Investment insights
Global Investment Experience
Focus On
Your objectives


March 2020

May 2018

January 2017

March 2018

October 2018

May 2018

March 2018

March 2018

September 2017



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© 2020 by Stone Investment Partners LLC. This information is furnished for the use of Stone Investment Partners LLC and its clients and does not constitute the provision of investment or economic advice to any person. Persons reading this information should consult with their investment advisor regarding the appropriateness of investing in any securities or adopting any investment strategies discussed or recommended in this report. Statements regarding future prospects may not be realized. The information contained on this website was obtained from sources deemed reliable. Such information is not guaranteed as to its accuracy, timeliness, or completeness by Stone Investment Partners LLC. The information contained on this website and the opinions expressed herein are subject to change without notice. Past performance is no guarantee of future results. Neither the information on this website nor any opinion expressed herein constitutes an offer to buy or sell, nor a recommendation to buy or sell, any security or financial instrument. Stone Investment Partners LLC does not provide legal, tax, or accounting advice.