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WHO WE ARE

Building wealth for
families since 2007.
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We believe the best way to grow wealth and minimize risk is to provide our clients with access to a diversified mix of investment strategies that have been used by institutional investors for decades. This means offering focused, well-researched publicly traded stock and bond portfolios as well as a wide range of institutional quality private asset strategies. Our approach reduces portfolio volatility and maximizes investment returns, enabling clients to plan their future with confidence.

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OUR PORTFOLIOS

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

Our comprehensive suite of investment portfolios provides exposure to a wide variety of investments, both publicly traded and private. Our portfolios have generated strong risk-adjusted returns for our clients through various market conditions and business cycles.

  1. Private Equity
  2. Venture Capital
  3. Private Real Estate Lending
  4. Private Corporate Debt
  5. Asset Based Finance
  6. Royalty Strategies
  7. Private Real Estate Equity
  8. Infrastructure Finance
  9. Publicly Traded Equities
  10. Liquid Fixed Income
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View Our Portfolios

AREAS OF EXPERTISE

Integrated WEALTH PLANNING

Taking the right steps today ensures you achieve your life goals tomorrow, whatever they may be. We can help you in each of these critical areas:

Portfolio Management
We ensure you have a suitable mix of publicly traded and private assets that reflects your risk tolerance and investment objectives.
Personal Financial Projections
We project your future cash flows and net worth, factoring in both spending and your expected investment returns.
Estate Planning
We work closely with third party professionals to ensure your affairs are properly organized from both a tax and estate-planning perspective.
Tax Planning
We work with you and/or your tax advisor to structure a plan that minimizes taxes and maximizes your cash flow.
Reporting
We provide transparent investment statements that show key portfolio information.
Insurance
We help you identify, review and evaluate insurance requirements and opportunities.
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OUR KEY PRINCIPLES

PRESIDENT’S MESSAGE

John Fisher, President

John Fisher, President

OUR KEY PRINCIPLES

PRESIDENT’S MESSAGE

Learn more about Bridgeport and how we can help you from our President John Fisher.

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OUR KEY PRINCIPLES

PRESIDENT’S MESSAGE

Learn more about Bridgeport and how we can help you from our President John Fisher.

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VIEWS FROM THE BRIDGE

OUR INSIGHTS

Perspectives and commentaries on a variety of topics from our team members.

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