Bank / Wealth / TrustRIA · CRD 107662SEC-Registered

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Stoneridge PMG Advisors

Stoneridge PMG Advisors was founded in 1996 and operates from Radnor, Pennsylvania, as a registered investment advisor. The firm is led by CEO and Chief...

Stoneridge PMG Advisors logo

Stoneridge PMG Advisors

Stoneridge PMG Advisors was founded in 1996 and operates from Radnor, Pennsylvania, as a registered investment advisor. The firm is led by CEO and Chief Investment Strategist Steven Sanders, who shapes the firm's concentrated focus on fixed-income portfolio management for an institutional client base that includes pension and profit-sharing plans, public funds, and government agencies. The firm designs and manages customized investment strategies that draw on a mix of traditional and non-traditional income-generating securities and instruments. Its mandate centers on generating cash flow, producing income, and achieving competitive net-of-fee returns for clients. Stoneridge emphasizes risk-management techniques and strategic industry partnerships to tailor portfolios to specific client requirements. The firm's activity is concentrated in the US, serving a national institutional client base from its single Pennsylvania headquarters. Stoneridge PMG Advisors operates with a lean disclosed leadership group. The website lists only Sanders and John Small, Director of Business Development, as points of contact — signaling a compact team. No AUM, headcount, or named portfolio holdings are publicly disclosed. The firm's website indicates that changes to its online presence are forthcoming. Stoneridge's structural differentiator lies in its unwavering product focus: it is an RIA built entirely around fixed-income strategy for institutional clients, not a generalist wealth manager or a multi-asset allocator. This singular concentration means the firm's research, risk management, and partnership network are all oriented toward one asset class, offering a depth that diversified managers cannot replicate in the same space.

Website
srpmga.com

General information

Firm type

Bank / Wealth / Trust

Year founded

1996

Location

Region

North America

Country

United States

City

Radnor

Corporate office

201 King of Prussia Road, Suite 200, Radnor, Pennsylvania 19087, United States

Principals

Steven Sanders

CEO and Chief Investment Strategist

John Small

Director, Business Development

Sector focus

Fixed Income

Frequently asked questions

Who runs investment decisions at Stoneridge PMG Advisors?

Steven Sanders serves as both CEO and Chief Investment Strategist, indicating a centralized investment decision-making structure. John Small is listed as Director of Business Development. No additional investment committee members are publicly identified by the firm.

How does Stoneridge PMG Advisors source its fixed-income opportunities?

The firm states it utilizes 'strategic industry partnerships' alongside its internal research and risk-management capabilities. The specific nature of these partnerships — whether they are broker-dealer relationships, direct issuer access, or platform agreements — is not detailed publicly.

What types of fixed-income instruments does Stoneridge PMG Advisors invest in?

Stoneridge invests in both traditional and non-traditional income-generating securities and instruments. The firm does not enumerate specific instruments (such as corporate bonds, munis, structured credit, or private credit) on its public website, but its disclosure of 'non-traditional' instruments suggests a mandate that goes beyond plain-vanilla government and investment-grade corporate debt.

Does Stoneridge PMG Advisors manage equity or multi-asset portfolios?

No. The firm explicitly specializes in managing fixed-income portfolios and does not advertise any equity, balanced, or multi-asset capabilities. All stated investment solutions are built around income-generating securities.

What is Stoneridge PMG Advisors' known posture on co-investing or commingled funds?

The firm does not publicly discuss fund structures, commingled vehicles, or co-investment programs. Its language around 'customized investment strategies' and 'client specific requirements' points toward separately managed accounts as the likely vehicle, but this is not confirmed in available disclosures.

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