Bridgeview Capital Advisors, Inc.

Bridgeview Capital Advisors provides investment advisory, financial planning, tax planning and pension consulting to individuals, high-net-worth clients, and employer‑sponsored retirement plans. The firm works with both retail investors and plan fiduciaries, offering portfolio management, plan investment lineup evaluation, participant education, and financial planning engagements.

Bridgeview manages accounts on both a discretionary and non‑discretionary basis, with the majority of client assets reported as non‑discretionary ($87.7M non‑discretionary versus $26.4M discretionary), and typically uses fundamental and technical analysis, broad asset allocation via mutual funds, and periodic rebalancing. Financial planning is offered under an engagement agreement and billed separately (hourly or project basis), while pension consulting services for retirement plans are generally included as part of the plan advisory relationship.

Noteworthy features include the firm’s long operating history (in business since 1972), its small advisory team overseeing about $114 million in assets, and a recent transition to SEC registration; Bridgeview also provides periodic client communications such as custodial statements and quarterly reports and will deliver material disclosure updates as required. The firm does not vote client proxies and leaves proxy voting to clients, and it recommends custodians (commonly Schwab Institutional) while clients retain the choice of where accounts are held.