Stone House Investment Management, LLC
Stone House Investment Management, LLC is an independent registered investment adviser headquartered in Tunkhannock, Pennsylvania. Founded by partners including Robert J. Brown, Raymond 'Scott' Stone, John Burke, and Kirk Lunger, the firm specializes in fiduciary advisory and wealth management services for individuals and families. With a team of approximately 16 employees, they offer customized investment solutions, retirement planning, estate planning, and risk management strategies, primarily serving clients seeking comprehensive, long-term financial planning. Stone House leverages a robust investment platform and combines decades of industry experience to help clients achieve financial freedom, with a focus on retirement and generational wealth.
Investment Strategy
Stone House Investment Management employs a fiduciary approach that emphasizes low-cost, diversified investment portfolios tailored to clients' risk tolerance and goals. The firm typically implements asset allocations via a wide array of low-cost ETFs, focusing on balanced, long-term growth and risk management. Their proprietary strategies, such as Diversidex®, allow disciplined diversification, and the firm offers in-house risk management tools like FLEX to help mitigate downside risk during volatile market conditions. Portfolio construction is highly client-centric, aligning investments with each client's retirement plan, estate planning needs, and generational wealth goals. Routine check-ins and holistic financial planning assist clients in navigating social security, health insurance, and other critical elements of wealth management.
Top Holdings
Equity Positions (508)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 9.92% | $54.0M | 87,363 | $569.35 | $617.85 | +$2.2M |
I IUSB | ISHARES TR | 9.48% | $51.6M | 1,115,094 | $46.32 | $46.23 | -$65.5K |
I IVV | ISHARES TR | 6.42% | $34.9M | 56,252 | $413.89 | $620.90 | -$26.0M |
P PG | PROCTER AND GAMBLE CO | 6.24% | $33.9M | 212,944 | $127.34 | $159.32 | -$1.7M |
Q QUAL | ISHARES TR | 6.15% | $33.5M | 183,013 | $147.91 | $182.82 | +$4.6M |