We are an independently owned, boutique investment management firm dedicated to working in close partnership with our clients to shepherd and grow their individual portfolios. Our approach to investing for our clients is built on three primary pillars: risk tolerance, time horizon, and economic environment. Essential to this approach is a deep understanding of, and respect for, our clients’ individual expectations, needs, and goals. At BridgePeak, we believe your life is your own; our clients’ goals as diversified as your portfolio must be in order to thrive with consistency. It is with this understanding that we take on new clients, and commit to long-term relationships built on understanding, trust, candor, open dialogue, incredibly hard work, and a tireless commitment to ensuring that your hard-earned capital is actively working every single day to secure your future, and that of generations to come. Philosophy: Our decisions are grounded in an unwavering commitment to our clients’ best interests, and the active pursuit of knowledge demanded in order to stay sharp, agile, and ahead of the curve. At BridgePeak, we challenge both conventional and unconventional market theories on the rigorous path to in-depth understanding, and educated decisions. Our culture is one that fosters both creativity and independence. As such, we approach the market with an open mind as we seek answers to those pivotal questions–the levers–that make a difference in performance. We have established 5 core philosophies: 1. Behavioral Biases Cause Market Inefficiencies 2. Asset Allocation Must Be Active 3. Process is Integral to Sound Investing 4. Adaptability is Crucial to Long-Term Success 5. Risk Management is Essential to Security and Performance To learn more about how we can add value to your portfolio, visit our website or give us a call.

We don’t just offer our clients a wide range of sales, trading, execution and clearing services; we try to make such services simple, intuitive and flexible for our clients to use. From cash equities to credit, derivatives to emerging markets, we give our clients access to the products and liquidity they need. We deal a lot in numbers. But numbers are nothing without people. Every success we have is made possible only by the talent, experience and drive of our employees that make up our firm. We also believe that if you stand for nothing, you'll fall for anything. Strong ideals make strong businesses. Our practices and commitments have been purposefully outlined. Last but not least effective leadership is key to ensuring we stay aligned with our strategy and values. Our framework, structure, governing boards and committees keep us on track.

What We Do We help families and businesses to increase their cash flow and save money on the insurance premiums. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and service. * Tax management * Investment management * Retirement strategies * Estate conservation * Insurance & annuity