Greenbridge Partners LLC

Greenbridge Partners LLC provides portfolio management and financial planning primarily to individual and high‑net‑worth clients, establishing an Investment Policy Statement for each client and offering ongoing monitoring. Its investment recommendations span mutual funds, equities, fixed income, ETFs (including precious‑metals ETFs), annuities, treasury‑inflation protected bonds, private placements and venture capital interests.

The firm follows a rules‑based, long‑term approach with periodic rebalancing and employs a mix of charting, fundamental, quantitative and technical analysis to guide allocations, typically operating with discretionary authority. Client accounts are custodied at a designated custodian (Charles Schwab Advisor Services) and are reviewed at least quarterly, with written documentation of objectives and risk tolerance.

Greenbridge is notable for managing roughly $433 million in regulatory assets while serving about 648 clients with a single advisory professional, resulting in an unusually high AUM and client load per advisor. It also offers performance‑based fee arrangements for qualified clients and maintains affiliations with a broker‑dealer and an insurance agency, relationships the firm discloses as potential conflicts when commissionable products are recommended.