A comprehensive, discretionary approach
In a dynamic economic environment, managing your investments can be quite complex and time-consuming – even more so for high net worth individuals and their families.
That’s where WealthBridge can help. We will sit down with you and take the time to understand who you are, the challenges you face and what you aspire to.
With this deep understanding, we will create an Investment Policy Statement (IPS) that carefully documents your investment goals, personal objectives, risk tolerance, income needs and tax situation.
Before investing your money, your IPS will serve as a roadmap for our experienced and accredited portfolio management team. They will use it to manage a highly customized, discretionary portfolio that matches your specific investment objectives.
Discretionary portfolio management allows WealthBridge to make investment decisions on your behalf, based on your IPS. This helps free up time that you can devote to your family, career, philanthropic efforts or other interests.
Because we are completely independent of any large financial institution, you can be confident that you are receiving truly objective, unbiased advice and recommendations that reflect your long-term goals.
To ensure safekeeping and independent verification of your assets, we utilize a third-party custodian who is a recognized leader in this field.