Every new day brings things we expect, and things we don’t. At Bridge, we want you to be ready for both. We will help you draw a financial roadmap to the future you want. A solid plan is one that delivers on expectations and accommodates the unexpected. We help families, business owners, and professionals shape their lives through smart investing, prudent tax planning, and mindful estate preparation. The future is out there. Plan for it, with Bridge.
To get where you want to go, we have to know where you’re starting. At Bridge, your journey begins with a full appraisal of your assets, liabilities and goals. The more we know, the better your financial plan will be. We’ll ask you a lot of questions, size up your situation, then deliver a detailed roadmap that will guide you through the economy’s ups and downs and the market’s gyrations. History shows that every financial crisis has been an opportunity for those who kept a cool head. The key is to know how much risk you need to take to reach your goals, and how much you can tolerate. Your Bridge roadmap can keep you on track when the road gets rough.
If you have read ‘Why Bridge’, you already know that we do not outsource our client’s investment needs. Rather we choose to construct our portfolios in-house. Gone are the days of picking a good company stock and holding on for the ride. Today the marketplace is more dynamic, and so are your needs. The Bridge portfolio is anchored in investment disciplines that provide real value. We focus your portfolio where we can find value.
Diversification: You’ve heard the old adage, ‘don’t put all your eggs in one basket’. Spreading your risk in the marketplace is paramount. That is why Bridge will always hold a globally diversified portfolio. All investments are not equal, and making sure you have more than the S&P 500 in your portfolio is necessary.
Active where it counts: The debate between passive or active management continues, as pundits from both sides argue which strategy is best. At Bridge, we prefer a hybrid approach. We are passive within the most efficient markets, and more active where there is opportunity. We don’t paint the investment world with a one-size-fits all brush.
Markets Move: What you do when the markets move is pivotal. Do you panic, do you stay the course, do nothing? We make changes when opportunity knocks. We have a game plan when the markets misbehave, and that is NOT do nothing. There are moments when investments give us a window of time to take advantage, and unfortunately these opportunities are erratic and unpredictable. Our portfolio team is always ready.
Taxes Matter: The biggest detractors to performance are fees and taxes that you pay. Our portfolios are constructed to reduce the tax drag on your investments. It takes a lot of work to implement our tax-managed strategies, and if your portfolio strategy doesn’t speak to this, you are leaving money on the table.
Intrigued? Have questions? Feel free to reach out and dig a little deeper into our investment philosophy.
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