Bridge Capital Consulting, LLC

Bridge Capital Consulting, LLC (doing business as Bridge Financial Management) provides investment management and financial planning to individual clients, including high‑net‑worth individuals, business owners, families, and charitable organizations. Its services include discretionary portfolio management, referrals to third‑party money managers, comprehensive financial planning (covering retirement, estate, tax and business planning), and client access to the eMoney planning platform.

The firm describes a top‑down investment approach that evaluates global markets, sectors and asset classes and typically implements client allocations through SEI Investments Company and American Funds Service Company models, using a mix of in‑house discretionary management and outside manager programs. BCC says it does not engage in short‑term trading, rebalances according to chosen models, and generally does not combine (block) trades for multiple client accounts — a practice that can affect transaction costs.

Notable operational features for prospective clients include the firm’s primary reliance on SEI and AFS programs (which require separate account agreements and custodian arrangements), and the use of eMoney to consolidate and review excluded assets for planning without managing them. The brochure also discloses that the firm does not vote client proxies and that it accepted an Economic Injury Disaster Loan during 2020–2021 to ensure working capital, details that appear in its financial disclosures.