Sleep well, knowing
you’ll have the financial
resources to live well

Richard G. Stone

Date: January 19, 2015

Richard G. Stone is Chief Investment Officer of Stone Asset Management Limited (“SAM”). Richard founded SAM in 1999 following the launch of the Stone Funds in 1995, where he continues to oversee the management, operations, and promotion of the funds as Chief Executive Officer of Stone Investment Group Limited (“SIG”).

Richard began his investment career in 1979 as an advisor, working directly with individual investors to help them develop the framework to achieve their long-term financial goals. From 1986 to 1994, Richard moved to the distribution side of the mutual fund industry, where he held senior management positions at Canadian investment firms. Richard obtained his Canadian Investment Management designation in 1995.