A complete list of active advisors currently associated with Bridgeport Asset Management, LLC.

Warmer can help you find a great advisor at Bridgeport Asset Management, LLC. or one who fits your needs even better.

Bridgeport Asset Management provides investment management and advisory services to individuals, corporations, trusts, estates and employer‑sponsored retirement plans. Services include continuous discretionary and non‑discretionary portfolio management, assistance establishing custodian accounts, and consolidated reporting and monitoring. The firm builds and manages model portfolios (Moderate‑Conservative; Income‑Balanced; Growth & Income; Growth) using mutual funds, ETFs, individual equities, fixed income, closed‑end funds, ETNs and unit investment trusts, and may employ funds that use long/short or geared strategies. Investment decisions are guided by fundamental, technical and cyclical analysis and by client risk assessments, with accounts reviewed at least annually and more frequent monitoring of actively traded positions. A notable feature is that the firm’s principal is a licensed insurance agent who occasionally places fixed insurance products that generate commissions and, in some cases, those product balances may be included when calculating advisory assets—an arrangement that is less common among independent RIAs. The firm also offers hourly or flat‑fee consulting for services such as pension option analysis, 401(k) allocation and cost‑basis research, and manages roughly $30 million in client assets across about 160 client relationships.

To learn more about the advisors currently working at Bridgeport Asset Management, LLC., 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.