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Investment Management

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Choose an Independent Investment Advisor
 over a Large National Brand

The first and foremost consideration is ensuring the custody of your assets are handled in a way that protects your interests regardless of the advisor you choose to handle investment recommendations. An independent advisor can choose to have custody or rely on the brokerage/clearing firm to retain custody in all circumstances. Bridges Capital LLC has choosen to utilize either Charles Schwab or Interactive Brokers as the recommended custodians and clearing firms.

This gives you, as the client, protections of a large national branded brokerage with services focused on you from an independent advisor. There are numerous protections, technology, and services provided to clients of Bridges Capital LLC utilizing Charles Schwab or Interactive Brokers as the custodian & clearing firm. Contact Us to find out specifics regarding your situation.

A Fiduciary Only Advisor?

Most large national branded bank/brokerages offer both fee and commission services to their clients. Fees are based on a flat, agreed-upon amount that does not change based on the amount of recommendations, trades, rebalancing, or any other advice the advisor makes regarding your situation. This is key when asking a professional for advice. Make sure the advisor is not directly compensated by your purchase of a specifc investment or rebalancing that might occur. This would create an inherent conflict of interest. A fiduciary only advisor must put your interest at all times ahead of their own. This is key. A Fiduciary only advisor such as Bridges Capital LLC does not make a commission on any specifc investment recommendation.

Advice Focused on You, not the Bank

At Bridges Capital LLC, we are both a CPA and an Investment Advisor. This type of training is extremely rare in the large national branded advisors. We are in a position to give investment advice and tax advice. Does your current Investment Advisor have a CPA? Are you getting conflicting advice from your investment advisor and your CPA? Does your CPA only look back at previous years and do "damage" control? 

Bridges Capital LLC focuses on your specific situation and as an independent advisor, has services that are not available at large national branded bank/brokerages.

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.