Individual Investment Management
We offer individualized asset management services to our private clients. At the heart of our client relationship is a personal consultation. We meet with you and spend whatever time is necessary to understand your precise personal needs regarding financial security and sustainability and then help you choose an investment profile that is right for you.
Our clients can thus achieve two positive effects with their investments: first, the investments make a real contribution in the economy and contribute to increasing a sustainable quality of life. Second, the investments generate a fair market return which helps preserving the portfolio’s long-term value.
How it works
1. We’ll discuss your financial goals and needs, including the level of risk you are comfortable with and any income required from your portfolio. We will work with you to determine the optimal asset allocation across shares/equities, property, fixed income assets, and cash to meet your needs, and what investment strategy is most appropriate. We’ll also talk about how to structure a portfolio that is consistent with your values.
2. Once you’ve made the decision to work with Bridgepath Capital, we’ll send you our investment management agreement. We’ll do everything we can to make your transition to Bridgepath Capital seamless, including working with your current advisor to transition your assets to Bridgepath Capital.
Going forward, your portfolio management team will monitor and make all of the decisions and trades for your account on your behalf, based on our in-depth financial research and analysis, and with your mutually agreed upon goals in mind. All of your account activity gets reported to you in the quarterly statements that we send.
4. Your portfolio management team is available via phone, email, and in person, to address your questions or needs.
We don’t just aim to be different simply for the sake of it. After all, many reputable asset managers achieve excellent results with standard investment strategies typical of the financial industry. We are pleased if such an approach works well for our competitors, however, our clients have additional reasons to look forward to success due to us acting with a clear focus.
We concentrate on only three investment strategies:
Conservative investment strategy
Balanced Investment strategy
Dynamic Investment strategy
Private wealth management
By design, our team is a collection of wealth management leaders, each bringing a unique skill set to the table to maximize the impact of your financial strategies. Bridgepath Capital Private Wealth leverages innovation and technology to provide you with a state-of-the-art client experience.
Our guiding principles
1. Treat clients like family
We want to be part of your family for generations to come and will only give you transparent and honest financial advice that aligns with your goals.
2. Quality, not quantity
In today’s information and data-saturated world, we want you to only have the “need to know” when it comes to your investments. We will share relevant and detailed insights about your financial investments through your client portal, which you’ll be able to access anytime, anywhere.
3. Be disruptive
We focus on providing a client experience that’s different--and better. We’re not just saying it; we’re actually doing it.