We’re invested in you.

Bridgewater’s approach to investment consulting is centered on understanding and communicating with you, our client. We must get to know you as a personal investor, not just a number on a screen. Once we do, we can give you an investment program that is perfectly suited to you and your values, objectives, and time horizons.

The importance of asset allocation.

We are strong believers in asset allocation as the most prudent method for minimizing risk and maximizing performance. Its critical importance cannot be overstated. It drives fully 92% of the ultimate return of the portfolio.

At Bridgewater Wealth & Financial Management, we use what’s called the Capital Asset Pricing Model, or CAPM, to determine your optimal asset allocation. It’s a Nobel Prize–winning theory that involves effective analysis of the historical performance of asset classes and the correlation among them. We’d like to talk to you more about it. Please contact us to see how we can use it to create an investment portfolio uniquely tailored to you.

Bridgewater’s 3 Core Principles of Investment Advisory

1. Unbiased Advice

We receive no commissions from fund or money managers, so we are free to select from the full universe of investment options, including alternative strategies such as real estate, private equity or absolute return funds. Unbiased by any outside financial incentives, we are able to offer objective advice and recommend only what we believe is in your best interests.

2. Open Architecture Investing

After we develop a prudent allocation strategy personalized to fit you, we hire carefully screened managers to administer each segment of that allocation, specialists whose objectives are to enhance overall performance.

3. Extraordinary Service

Dealing with something as sensitive as a person’s finances, it is critical that we are responsive and absolutely reliable. We must take excellent care of clients like you. We do that by getting to know who you are. The better we understand your personality, experiences, values, hopes and dreams, the better we can serve you, look after your interests, and simplify your life.

Investment Advisory Services
Investment Advisory Philosophy & Approach