A complete list of active advisors currently associated with Strong Bridge Advisors LLC
Warmer can help you find a great advisor at Strong Bridge Advisors LLC or one who fits your needs even better.
Strong Bridge serves individuals (including high-net-worth clients), defined contribution retirement plans, privately held corporations, endowments and foundations. The firm provides discretionary investment management along with financial planning and investment consulting focused mainly on publicly traded equities, ETFs, mutual funds and fixed income. The firm follows a value-oriented, bottom-up investment process and offers four core strategies—Diversified Equities, Multi-asset, Defensive Yield, and a concentrated Focused sleeve—implemented through a structured idea-generation, research, trading and risk-adjustment workflow. Portfolios may employ tactical sector rotations, selective use of put/call options and stop-loss thresholds, and can be managed as separate accounts to allow tax customization and daily liquidity considerations. Noteworthy operational features include Strong Bridge’s ability to enter into performance-based fee arrangements for qualified clients and its explicit acknowledgement of side-by-side management conflicts and related policies to treat differing fee arrangements equitably. The firm operates as a small adviser team managing mid-sized AUM, uses an institutional custodian for execution and custody, and maintains promoter/referral arrangements as part of its client-acquisition practices.
To learn more about the advisors currently working at Strong Bridge Advisors 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.
Name |
Location |
Years of experience |
|---|---|---|
San Francisco, CA
| 9
| |
San Francisco, CA
| 4
| |
San Francisco, CA
| 1
|
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