Financial strategy is increasingly sophisticated and specialized. Today’s wealth management is a job for dedicated professionals. For those who insist on a higher level of service, Kingsbury Bridge Advisors may be the answer. We provide comprehensive wealth advisory services to individuals, families and foundations with assets greater than ten million dollars.
Investment Advisory
Superior fiduciary investment advice stands at the core of our services. We also realize that providing the best advice begins by listening carefully to our clients, in order to understand their goals, objectives and risk tolerances. From these discussions we prepare customized investment policy statements, which serve as the framework for client investment programs.
Our investment philosophy states that carefully constructed and maintained asset allocation strategies provide the greatest likelihood of long-term success. We work with existing client investment positions and coordinate them in a diversified investment program across a broad range of investment vehicles and asset classes. Kingsbury Bridge carefully selects and monitors the use of outside investment managers to implement investment strategies.
Wealth Advisory
Kingsbury Bridge brings the same open architecture approach to its other wealth management services, which are offered on a selective basis. We work with our clients to select outside professional advisors to deliver comprehensive and coordinated wealth management strategies covering tax and estate planning, insurance, philanthropic and gift planning, as well as other customized services. This approach is essential to ensuring that our clients’ financial elements work together in harmony.