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WHO WE ARE

Providing
institutional-grade
investment solutions.

We believe the best way to grow wealth and minimize risk is to allocate capital to a diversified mix of the same investment strategies that have been used by sophisticated investors for decades. This means investing in focused, well-researched publicly traded stock and bond portfolios as well as a wide range of global, institutional quality private asset strategies. This approach, commonly referred to as the Endowment Model, reduces portfolio volatility and maximizes investment returns, generating more consistent performance compared to a traditional 60/40 asset mix.

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OUR PORTFOLIOS

Life is full of ups and downs. Investing doesn’t have to be.

Our robust selection of investment portfolios is managed in-house and provides exposure to a wide variety of investments, both publicly traded and private. Our portfolios have generated strong risk-adjusted returns through various market conditions and business cycles.

Private Equity
Venture Capital
Private Real Estate Lending
Private Corporate Debt
Asset Based Finance
Royalty Strategies
Private Real Estate Equity
Infrastructure Finance
Publicly Traded Equities
Liquid Fixed Income

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OUR KEY PRINCIPLES

PRESIDENT’S MESSAGE

In 2007, after spending over a decade as a principal at a Toronto-based private equity firm, I founded Bridgeport Asset Management. A chartered accountant by trade with several years of experience in investment banking and business valuation, I launched Bridgeport with one simple but foundational idea: the firm would provide financial advisors and small institutional investors access to institutional-grade investments.

OUR KEY PRINCIPLES