A complete list of active advisors currently associated with Bradley Foster & Sargent Inc
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Bradley, Foster & Sargent, Inc. provides discretionary portfolio management and financial planning for individuals (more than half of clients are high‑net‑worth), trusts, retirement plans, and institutions, and also advises a registered mutual fund (BFS Equity Fund) and a private investment vehicle (Crystal Partners Fund). The firm reports approximately $9.07 billion in assets under management across roughly 4,968 discretionary accounts and serves a mix of individual and pooled investment clients. The firm emphasizes individualized asset allocation and a long‑term, capital‑preservation first investment philosophy, using a blend of fundamental analysis and technical tools to pursue growth at reasonable prices (GARP). Investment decisions are guided by an Investment Committee and a 500+ security “Guidance List,” and the firm employs event‑driven opportunities alongside ongoing portfolio monitoring. Compared with many multi‑team advisers, Bradley, Foster & Sargent both serves and manages pooled vehicles and investment company clients — acting as investment adviser to the BFS Equity Fund and general partner/adviser to the Crystal Partners Fund — a capability that is uncommon in its peer group. The firm also maintains a formal Ethics Policy and detailed pre‑clearance and disgorgement rules for employee trading, supports an in‑house research and investment staff (33 employees performing advisory functions), and allocates commission budgets and third‑party research as part of its trade execution process.
To learn more about the advisors currently working at Bradley Foster & Sargent Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Bradley Foster & Sargent Inc's office locations.
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