Stone House Investment Management Llc

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Welcome To Stonehouse Financial Services Ltd

Stone and Browning Property Management LLC. and Community National Bank

Stonehouse Financial Services specializes in providing advice to the following groups:-

  • Private Clients Comprehensive financial planning and wealth management for individuals.
  • Professional Partners Integrated advice for professional practices and their clients.

Providing a professional, independent wealth management service.

Our aim is simply to protect and enhance the wealth of our Clients, working with people in an open, honest, professional manner. Our advisers preferred approach is to provide holistic financial advice, advising on the whole of your financial circumstances, ensuring our advice complements your overall financial situation.

Our business is built on the belief that the key to success is establishing long term mutually beneficial relationships with you, our clients. This is achieved by developing strong mutual trust and respect through a professional, ethical and friendly approach to financial advice.

What Is The Historical Performance Of Stone House Investment Management

Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Financial plans and investment portfolios are always unique to the client’s personal financial situation.

Stone House Investment Management Llc Buys Ishares Tips Bond Etf Btc Ishares Msci Eafe Growth

Investment company Stone House Investment Management, LLC buys iShares TIPS Bond ETF, BTC iShares MSCI EAFE Growth ETF, iShares Fallen Angels USD Bond ETF, iShares Core MSCI Total International Stock ETF, BTC iShares MSCI USA Min Vol Factor ETF, sells iShares 1-3 Year Credit Bond ETF, iShares MSCI EM ESG Select ETF, iShares S& P 500 Growth ETF, Fidelity MSCI Financials Index ETF, iShares Core S& P Total U.S. Stock Market ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Stone House Investment Management, LLC. As of 2021Q4, Stone House Investment Management, LLC owns 42 stocks with a total value of $292 million. These are the details of the buys and sells.

  • New Purchases: TIP, USMV, TLH, USEP, TSLA, FDIS, AMD, FREL,

  • Added Positions: EFG, ESGU, FALN, IXUS, IVV, FTEC, PG, EFV, IUSB, IJR, COMT, UMAR, FBND, AMZN, TLT,

  • Reduced Positions: ESGE, IVW, GOVT, FNCL, IVE, FENY, UPRO, USSG, SPXL, BOND, AGG, AAPL, PFIS, MBB, ACWX,

  • Sold Out: IGSB, ITOT,

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These are the top 5 holdings of Stone House Investment Management, LLC

  • S& P 500 ETF TRUST ETF – 95,486 shares, 15.52% of the total portfolio. Shares added by 0.88%

  • Procter & Gamble Co – 212,758 shares, 11.91% of the total portfolio. Shares added by 7.54%

  • iShares Core S& P 500 ETF – 71,289 shares, 11.64% of the total portfolio. Shares added by 10.73%

  • New Purchase: iShares TIPS Bond ETF

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    Ishares Core Msci Total International Stock Etf

    The guru sold out of their 238,495-share investment in NAS:IXUS. Previously, the stock had a 5.42% weight in the equity portfolio. Shares traded for an average price of $60.92 during the quarter.

    On 07/19/2022, iShares Core MSCI Total International Stock ETF traded for a price of $56.95 per share and a market cap of $26.19Bil. The stock has returned -19.78% over the past year.

    There is insufficient data to calculate the stocks financial strength and profitability ratings.

    In terms of valuation, iShares Core MSCI Total International Stock ETF hasa price-earnings ratio of 11.88 anda price-book ratio of 1.53.

    Find An Advisor Who Will Work Directly With You

    60. Stone House Investment Management

    Sometimes a big firm may not be able to give you the one-on-one service that you need. That’s where we come in to help match you with great personal financial advisors.

    Stone House Investment Management, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

    Stone House Investment Management, LLC is registered in the following states:

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    Supply & Demand Equals Profit

    The demand for affordable housing is the highest need in the real estate sector in 2020. This, coupled with the low supply of mobile home park inventory, creates an ever-expanding supply and demand in favor of mobile home park owners. Our team not only identifies these supply and demand market triggers, but then actively cultivates and grows the park to their highest potential for growth.

    current projects under management

    Ishares Msci Emerging Markets Min Vol Factor Etf

    The guru established a new position worth 136,441 shares in BATS:EEMV, giving the stock a 3.42% weight in the equity portfolio. Shares traded for an average price of $57.59 during the quarter.

    On 07/19/2022, iShares MSCI Emerging Markets Min Vol Factor ETF traded for a price of $54.61 per share and a market cap of $5.70Bil. The stock has returned -11.11% over the past year.

    There is insufficient data to calculate the stocks financial strength and profitability ratings.

    In terms of valuation, iShares MSCI Emerging Markets Min Vol Factor ETF hasa price-earnings ratio of 13.51 anda price-book ratio of 1.63.

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    Does Stone House Investment Management Offer Products That Have Performance

    When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. For instance, research has shown that mutual funds that use incentive fees take on more risk that funds that do not, and tend to double down and increase their risk following a poor performance. This could be detrimental to a client during down markets.

    What Services Can Stone House Investment Management Provide

    115 Corner Stone RD, Easley, SC | Nancy Braun | Showcase Realty LLC

    As a financial advisory firm, Stone House Investment Management can provide a variety of financial planning services for Americans. Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio .Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance.

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    Top 10 Stocks Held By Stone House Investment Management Llc

    In total we count 39 positions held by Stone House Investment Management LLC as of their latest 13F filing, but among those total Stone House Investment Management LLC holdings we’ve sorted out the top ten stocks held by Stone House Investment Management LLC by largest position size, and presented them here in slideshow form.

    This Slide: #1 of 10
    Warren Buffett Dividend Stock Portfolio

    Which Securities Does Stone House Investment Management Trade For Itself That It Will Also Be Recommending To Me

    Stone House Investment Management has marked in their disclosures that they trade recommended securities. While this often can be seen as “eating your own cooking,” there are several inherent conflicts that can arise. For example, front running is when a financial professional buys or sell securities ahead of their client. In short, any financial professional should disclose all positions they hold that they will also be recommending to you.

    Our system found no other conflict questions to ask. Checks take place monthly.

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    What Kind Of Clients Stone House Investment Management Serves

    The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Stone House Investment Management is high net worth individuals with 63 clients and $123.09 million of assets under management. Among the 8 most similar advisory firms, Stone House Investment Management has the 4th highest percentage of high net worth individuals out of all clients.

    The amount of regulatory assets under management is $218.16 million for 413 clients that can include trusts, estates, and 401 plans and IRAs of individuals and their family members. None of the firms clients are foreign persons or businesses.

    Stone House Investment Management doesn’t advise any private funds.

    Careers At Stone House Investment Management Llc

    Bold, Modern, Real Estate Logo Design for Stone Investment Management ...

    The company employs 10 people that are either part- or full-time employees. 70 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.

    There isnt anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesnt compensate employees in addition to the salary for bringing in new clients. Employees dont receive compensation from other entities for client referrals.

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    Not Sure Which Advisor Is Right For You Use Our Matching Tool

    Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor.

    The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC andFINRA. To report any data inconsistencies or errors, please contact.

    The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset√Ęs profiles.

    This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

    Multifamily Market Normalizes: Eyes On Tampa Las Vegas & Dallas

    • One of the things that I have always said about Greystone is that it has a very special ‘heart’ that extends to all its people. My example: I left Greystone to work for a competitor in 2012 and about four months into my tenure with that firm my brother passed away and I inherited his son to raise. During this time my former Greystone coworkers brought food, called, and checked on me. They showed me that they were not ex-coworkers and friends but that they were family.

      Pharrah Jackson-RowellVice President

    • During my eight years at Greystone, I have been afforded the opportunity to grow and develop as an individual, manager and team member. In 2012 I was hired as an AP Coordinator in the New York office. Thanks to Greystones promote from within culture, I accepted the Controller position in the North Carolina office where I have been the last six years. Greystone takes great pride in their employees by investing in their futures and pushing for continued growth.

      Melissa Graham

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    Stone House Investment Management Llc

    Stone House Investment Management, LLC is a large advisory firm based in Tunkhannock. It manages $218.16 million of regulatory assets for 1,115 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Florida, New York, North Carolina, and 3 other states.

    Stone House Investment Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, educational seminars and workshops, and sub-advisory. It doesn’t provide financial planning services to its clients. On top of advisory services, the firm doesn’t engage in other business activities.

    Stonehouse Is Unique Offering A Permanent Home For Outstanding Australasian Businesses

    Natural

    We invest our committed equity capital into businesses that wish to benefit from our permanent ownership approach.

    The highest form of which civilization can reach is a seamless web of deserved trust. Not much procedure, just totally reliable people correctly trusting one another.

    – Charlie Munger

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    S& p 500 Etf Trust Etf

    The guru sold out of their 105,526-share investment in ARCA:SPY. Previously, the stock had a 16.27% weight in the equity portfolio. Shares traded for an average price of $408.8 during the quarter.

    On 07/19/2022, S& P 500 ETF TRUST ETF traded for a price of $385.89 per share and a market cap of $346.02Bil. The stock has returned -10.19% over the past year.

    GuruFocus gives the ETF a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.

    In terms of valuation, S& P 500 ETF TRUST ETF hasa price-earnings ratio of 18.25,a price-book ratio of 3.53,a price-earnings-to-growth ratio of 2.22,a EV-to-Ebitda ratio of 13.82 anda price-sales ratio of 2.78.

    The price-to-GF Value ratio is 0.00, earning the stock a GF Value rank of 6.

    Ishares Core Us Aggregate Bond Etf

    During the quarter, Stone House Investment Management, LLC bought 47,605 shares of ARCA:AGG for a total holding of 51,193. The trade had a 2.19% impact on the equity portfolio. During the quarter, the stock traded for an average price of $102.45.

    On 07/19/2022, iShares Core U.S. Aggregate Bond ETF traded for a price of $101.95 per share and a market cap of $81.52Bil. The stock has returned -10.90% over the past year.

    There is insufficient data to calculate the stocks financial strength and profitability ratings.

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    How Does Stone House Investment Management Approach Insurance Sales What Conflicts Do I Need To Be Made Aware Of

    Currently Stone House Investment Management actively practices as insurance brokers or agents, or they are affiliated with an insurance company or agency. This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist.

    What Percentage Of Income Does Stone House Investment Management Receive From Fees Versus Commissions

    Stone House Investment Management LLC

    Stone House Investment Management can accept commissions for its investment advisory services. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. While this allows for a broader range of investment options and management styles a firm can offer, it can also create an incentive for the firm to put their financial interests ahead of your own. Is the firms purpose to provide you financial planning and ongoing advice or to sell commission-based products to its clients?

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    Future You Retirement Income Analysis

    Considering Investment Cost is Important.

    • Low-Cost Index ETFs and Mutual Funds
    • Institutional Trading Arrangements
    • In-House Management and Low-Cost Managers

    We do the heavy lifting to keep your investments safe.

    • Qualified Custodians

    It isnt enough to have money. Use it to build a life worth living.

    • Future You Retirement Income Analysis
    • Financial Personality Assessment
    • LifeStack Financial Life Planning

    Get To Know Us With Some Of Our Stories

    Stone House Capital Management Llc

    Stone House Capital Management LLC
    2
    Phone
    Bay Harbor Islands, FL 33154
    Individuals 0
    Individuals 0
    Banking or thrift institutions 0
    Pension and profit sharing plans 0
    State or municipal government entities 0
    Sovereign wealth funds and foreign official institutions 0
    Corporations or other businesses not listed above 0

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    What We Do

    StoneRiver is a team-driven company that acquires, develops, and manages multifamily real estate opportunities. For nearly 25 years we have grown into an investment company that has invested over $1 Billion in assets across the Southeast. What sets us apart is not only the tenured team behind our investment strategies but also the value we create through focused property and asset management. Our expertise in Southeast markets and our track record as owners and operators have consistently proven to generate superior risk-adjusted returns.

    Who We Are

    Overview | Compass Property Management

    Thirdstone Properties was co-founded by a husband and wife team, Elenis and Isaac Camargo, who invested in Jacksonville while living in New York City. They found their passion for real estate and relocated to Jacksonville to provide other investors the opportunity to confidently invest from out-of-state. Shortly after, they joined forces with the agent, Michael Braddock, to create a seamless process from start to finish.

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