New Bridge Wealth Management

Investment Management

At Newbridge, we share two investment goals with our Clients which are intertwined:  1) To add significant value to market returns (net of Adviser fees) over each successive business cycle (5-8 years), and 2) To protect investment principal ahead of substantial, yet infrequent, market declines.  To accomplish this, we adhere to a proprietary set of investment principles which can be reduced to the following core tenets:

  • The asset allocation decision is dominant and flexible;
  • The Client profile helps determine the degree of risk-taking under favorable conditions;
  • The practice of patience, discipline, and proactive communication is a constant.

“Conventional investing involves being diversified at all times, owning something of everything at any price, and ‘staying the course.’ We think this nearly ubiquitous approach leads to, at best, mediocrity. Conventional investing also involves engaging in short-run speculation, brazenly ignoring fundamentals to capture market action. That is tantamount to gambling. At Newbridge, we adhere to an empirically-supported strategy with the knowledge short-term noise will amount to a zero-sum game over time and the underlying durability of the strategy will survive.”
R. CHRISTOPHER WIEGAND, CFA®
MANAGING PARTNER

Design Phase

Conversation: We meet with you to discuss your financial situation, your concerns, and your goals for the short and long term.

Data gathering: Working together, we gather all the documents and other information needed to create your financial blueprint, which we prepare for your approval.

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Construction Phase

Setting the foundation: After you approve the blueprint, we work on your financial plan, a comprehensive document addressing needs such as cash flow, retirement, estate planning, income replacement, education funding, insurance, major purchases, and asset allocations.

Recommendations and final walk-through: We meet to review the solutions outlined in your financial plan. Once we agree, we move on to the production phase.

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Production Phase

Implementation: We take the preliminary steps, such as transferring your accounts and restructuring your portfolios, as we begin implementing the recommendations in your plan.

Ongoing inspection: We meet on a regular schedule to review your plan and update it as necessary to address changes in your life.

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