Stevenson Advisory Services & Investments

Overview

Stevenson Advisory Services & Investments is a small, independent registered investment adviser operating as a sole proprietorship that focuses on customized financial planning and portfolio management for individuals and families. With a concentrated client base, the firm emphasizes conservative, income-oriented solutions rather than high-turnover equity strategies. Its stated fee approach combines a percentage-of-assets model for ongoing portfolio management with hourly charges for planning or project work, which supports a mix of advisory relationships ranging from ongoing wealth management to one-off financial planning engagements. Investment preferences tilt toward fixed income, especially investment-grade corporate bonds, which serve as the backbone of client portfolios. The firm does not position itself as an active ESG investor. Given the small scale and owner-operated structure, the firm appears to favor direct, manager-led decision making rather than broad institutional allocation committees or complex product layering.

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Location & Offices