A complete list of active advisors currently associated with Bridgewater Advisors Inc.
Warmer can help you find a great advisor at Bridgewater Advisors Inc. or one who fits your needs even better.
Bridgewater Advisors Inc. provides discretionary portfolio management and financial planning to individuals, pension and profit‑sharing plans, charitable organizations, and corporations. The firm also offers consulting on estate, retirement and tax matters and, for qualified investors, may recommend investments in private investment funds alongside mutual funds, ETFs and other public securities. The firm’s investment process begins with a client‑level assessment of objectives and risk tolerance and emphasizes strategic asset allocation across traditional and alternative asset classes, using a mix of actively managed and index‑related strategies and quarterly portfolio reviews. Bridgewater conducts due diligence on third‑party managers, utilizes Dimensional Fund Advisors (DFA) funds that are available only through approved advisers, and discloses that it may recommend margin and private fund investments where appropriate. Noteworthy operational features include ongoing monitoring and reporting of private investment fund holdings (with valuations often reflecting sponsor‑provided updates) and the firm’s disclosure that it may serve as trustee for certain trust accounts, which can affect custody. Bridgewater also states it may provide tax preparation services, aggregates and rotates block trades for execution, and does not vote client proxies.
To learn more about the advisors currently working at Bridgewater Advisors 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.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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