Rockville Centre, NY Office

Everbridge Advisors is a recently formed registered investment adviser that provides discretionary portfolio management and institutional consulting, documenting client goals and constraints in an Investment Policy Statement. The firm charges asset‑based advisory fees and identifies institutional clients and high‑net‑worth individuals among its intended client types, though it reported no assets under management as of December 2025.

The adviser combines fundamental, technical, and cyclical analysis and employs active trading strategies, including short‑term trading, short sales, margin transactions, and options writing, all of which it highlights as carrying elevated risks. It typically seeks discretionary authority to implement portfolios that align with each client’s documented risk tolerance and time horizon.

Notably, the firm’s principals operate an affiliated capital‑funding business that provides funding solutions to firms seeking acquisitions or growth, an ancillary activity that extends beyond traditional pooled‑vehicle management and is uncommon among peers. The brochure also discloses that the adviser does not participate in wrap fee programs, uses institutional custodial platforms with direct fee deduction and quarterly custodian reporting, and states it does not accept outside compensation for sales of securities or other investment products.