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Active Investment Management

Does your Large Bank Broker simply buy a portfolio and leave it, only to rebalance once or twice a year?

Do they shirk the responsibility of the portfolio to unnamed "Managers", while focusing more on some "plan", but not on your bottom line?

With a portfolio of many companies and indices, there are often many times every month to scale out of winning positions and scale into longer-term positions that are down at the moment.

With Active Management, you receive this type of attention. Your manager will build cash to protect portions of your portfolio when appropriate. The overall market should not have to reach new highs for you to realize continued growth.

As with all investing, Active Management does not guarantee results.

At Bridges Capital LLC, you get the safety of a large custodian, such as Charles Schwab or Interactive Brokers, while at the same time, a personal and active approach and a relationship with the Individual responsible for the Day-To-Day management of the portfolio.

Market Commentary

Published Nov 22th, 2023 at InvestmentNews.com
by: Raymond T Bridges, CPA
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Disclosures for Video:
S&P 500 Index: An unmanaged index of 500 common stocks primarily traded on the New York Stock Exchange, weighted by market capitalization. Index performance includes the reinvestment of dividends and capital gains.
To learn more about the fund holdings, visit bridgesetf.com.

Published Sept 12th, 2023 at Nasdaq.com
by: Raymond T Bridges, CPA
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Published June 30th, 2023 at Nasdaq.com
by: Raymond T Bridges, CPA
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Inflation is always and everywhere a monetary phenomenon...

Milton Friedman

The job of a portfolio manager is to participate in the markets with a preference toward capital preservation. It is the destruction of capital during market declines that potentially has the greatest impact on long-term portfolio performance.

Raymond Bridges, CPA
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Taxes & Accounting

Tax Planning and Tax Filing is an essential part of any Financial Plan. Financial Advisors and Tax Professionals often talk about the importance of coordination between these two professions, yet seldom do they ever implement those good intentions. Bridges Capital LLC is founded on the principle of providing both Wealth Management & Tax Management.

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Investment Management

Investment Management is a part of the Financial Planning Process. By working with a CPA Professional at Bridges Capital LLC, expectations of a fiduciary relationship is the foundation of all client/advisor relationships.

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As consumers, we utilize a global marketplace for goods and services. As investors, we should also have the global marketplace available. Bridges Capital LLC has access to worldwide markets and exchanges. A process that combines strategic investment diversification with investment management, investment advice and financial strategies.
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Contact Us

3328 NE 32nd St

Fort Lauderdale, FL 33308

 

Phone: 954-271-1075

Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

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Bridges Capital LLC is a Registered Investment Adviser with the SEC. Registration as an investment adviser does not imply a certain level of skill or training.

This website is only intended for clients and interested investors in which Bridges Capital LLC is qualified to provide investment advisory services. Please contact Bridges Capital LLC at 954-271-1075. Bridges Capital LLC does not attempt to furnish personalized investment advice or services through this website. Registration as an investment adviser alone does not imply a certain level of skill or training.

Public accounting services are provided by Raymond T Bridges CPA.

Past performance is no guarantee of future results.

At certain places on our website we offer direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Bridges Capital LLC. Bridges Capital LLC does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to those websites should not use or rely on the information contained therein until consulting with an independent finance professional. Bridges Capital LLC does not necessarily endorse or recommend any commercial product or service described at these websites.