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WHO WE ARE
Building wealth for
families since 2007.
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.
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.
- 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
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:
OUR KEY PRINCIPLES
PRESIDENT’S MESSAGE
John Fisher, President
OUR KEY PRINCIPLES
PRESIDENT’S MESSAGE
Learn more about Bridgeport and how we can help you from our President John Fisher.
ALTERNATIVE THINKING
Perspectives and commentaries on a variety of topics from our team members.
