Brightbridge Institutional Management
Brightbridge Wealth Management, Inc. provides discretionary asset management services for both institutional and private clients. Whether it be an offshore based insurance, reinsurance or captive insurance company, we have the expertise and track record to rival much larger onshore providers.
We also work with private clients, who can also expect to receive an exceptionally high service standard as well as first class investment performance.
Typical Investment Clientele
- Captive Insurance Companies
- Reinsurance Companies
- Corporations
- Pension Funds
- Trusts
Investment Philosophy
The primary objective is to exceed client performance expectations without incurring unnecessary risk in the process. Our principles of investment management are:
- Add value through the asset allocation decision.
- Add value within each asset category through industry/sector allocation and through security selection.
- Reduce portfolio volatility through prudent management of assets.
- Manage client portfolios within the parameters determined in the Investment Policy Statement.
Statement of Investment Policy & Goals
Brightbridge Wealth Management, Inc. views the Investment Policy Statement as the most important attribute of prudent investment management. Brightbridge Wealth Management, Inc. detailed Investment Policy Statements identify a client's Return Objectives, Risk Tolerance, and Portfolio Constraints (Liquidity, Legal Requirements, Unique Circumstances, Time Horizon, and Tax Situation). Next, a Strategic Asset Mix is created that will enable the portfolio to achieve these objectives while assuming the lowest risk possible. Then asset mix policy weights and ranges are established to ensure the client's Risk Tolerances are not exceeded. Finally, the method for measuring portfolio success is developed while establishing an appropriate benchmark portfolio.
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