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| Investment Management, Consulting and Oversight |
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We design customized investment portfolios that are tailored to the unique needs of each client and are managed with the goal of performing well in all market environments. These portfolios are guided by our investment philosophy and utilize our comprehensive investment platform. Our overarching goal of preserving and enhancing the wealth of our clients is embodied in our firm’s investment culture and is evident by our results.
Our Approach to Asset Allocation
The Silver Bridge proprietary asset allocation framework seeks to add incremental value to client portfolios relative to the benchmarks:
- Strategic Long-Term Asset Allocation - Based on a full understanding of your goals, we initially establish a strategic long-term asset allocation that seeks to provide strong investment returns over multiple market cycles by investing across a myriad of asset classes, capitalizations, and styles
- Tactical Asset Allocation - Based on a full understanding of your goals, we initially establish a strategic long-term asset allocation that seeks to provide strong investment returns over multiple market cycles by investing across a myriad of asset classes, capitalizations, and styles
Additional services include:
- Investment policy development
- Comprehensive investment platform
- Portfolio construction and management
- Customized research
- External manager due diligence and monitoring
- Diversification strategies
- Comprehensive client reporting
- Investment council/committee design
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CUSTOMIZED SOLUTIONS |
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| “We work closely with families, institutions, and family offices to fully understand their goals in order to thoughtfully design customized portfolios that take advantage of our best thinking.” |
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| Thomas Manning |
Chief Investment Officer,
Silver Bridge |
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