A complete list of active advisors currently associated with Fairbridge Capital Management, LLC

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

The firm provides portfolio management and financial planning services to individual and high-net-worth clients on both a discretionary and non-discretionary basis. It reports managing about $15.3 million across roughly 55 client relationships and uses a client questionnaire and a written Statement of Investment Policy to establish objectives and account guidelines. Its investment approach centers on two tactical equity strategies — a Thematic Tactical strategy focused on theme-based equities and a Dividend Value Tactical strategy focused on dividend and value equities — and portfolios may include ETFs, individual stocks, bonds and option writing for hedging or income. The firm conducts ongoing supervision and rebalancing guided by the SIP, and discloses that its strategies can involve frequent trading and associated market, liquidity and tax risks. Notably, the firm’s principal also operates a separate insurance business and is a licensed insurance producer who may receive commission-based compensation for insurance products; the brochure discloses this affiliation and the potential conflict of interest and states recommendations are intended to be needs-based and that clients are not required to purchase insurance through the firm. The brochure also notes the firm previously provided advisory services to a private investment fund but discontinued that role in 2019, and the combination of small-firm tactical equity strategies with an affiliated insurance practice is relatively uncommon among independent advisers.

To learn more about the advisors currently working at Fairbridge Capital 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.