Investment AdvisoryTax AdvisoryOutsourced CFO
Institutions & Businesses

Investment Advisory

An innovative and comprehensive investment approach for businesses and institutions

Strong Leadership

Partner and CIO Steve Schuler is at the helm. 

World Class Platform

Partnership with LVW Advisors means access to industry leading resources. 

Tax Integration 

We work with our tax division, or yours, for seamless financial support. 

A strategy as dynamic as your institution. 

The Bridgewater investment platform leverages our robust internal resources and talent to offer what we believe to be the best possible investment strategies and solutions for institutions and foundations. The diversity of experience of our investment team, coupled with the personal service that we offer as a specialized boutique firm means that our institutional clients receive remarkable investment advisory from a team they come to know and trust.

Why Businesses and Institutions choose us

We take the time to get to know your objectives. We ask questions that help us gain a clear understanding of your institution’s needs, goals, risk tolerance—issues that are essential to portfolio constructions and how you make investment allocation decisions. The answers to each of these questions will be instrumental in developing your unique Investment Policy Statement, and ultimately in building your portfolio.

Asset Allocation. We are strong believers that asset allocation is the most prudent method for minimizing risk and maximizing performance. Its critical importance cannot be overstated.

We base our asset allocation recommendations on the Capital Asset Pricing Model (CAPM) to determine our client’s optimal asset allocation. This theory was proposed independently by Jack Treynor and William Sharpe (who later won a Nobel prize in Economics) in the 1960s. CAPM allows us to calculate an expected return on an investment and revolves around the idea that as investors we should be compensated for taking on risk. It also shows the benefits in diversification in that specific stock risk can be diversified away by increasing the number of positions in a portfolio.

Our CIO Steve Schuler leads the investment team to provide client access to the Bridgewater Quality Growth Stock (QGS) portfolio. Benchmarked against the S&P 500, QGS is a portfolio of 22-25 individual stocks comprised of leading large capitalization companies in industries growing at a faster rate than the overall US economy. Bridgewater employs an internal screening process to identify candidates for purchase, conducts in-house fundamental research on criteria including revenue, earnings and return on equity, and maintains ongoing analysis of trends and company updates. The QGS portfolio is well suited for taxable institutions as the average holding period for each security is approximately three years, producing meaningful tax efficiency.

Strategic Partnerships. Our research partnership with *Lori Van Dusen, a Barron’s Top 100 Women Wealth Advisor, provides access to leading research, asset allocation and global economic data to benefit all Bridgewater clients. Our insight in the financial markets is exemplified by our comprehensive quarterly market commentary all institutional clients receive with their portfolio and performance reports.

Contact us to learn more about Bridgewater’s investment advisory services.

*Lori Van Dusen’s ranking on the Barron’s “Top 100 Women Financial  Advisors” is not intended to reflect a ranking or approval of BWFM in any way. The rating of Ms. Dusen does not represent any of BWFM’s clients’ experiences. BWFM has confirmed Ms. Dusen’s inclusion on the Barron’s “Top 100 Women Financial  Advisors” ranking for 2015; however BWFM does not review or confirm the information provided by LVW to Barron, nor does BWFM confirm or review the accuracy of Barron’s ranking of Ms. Van Dusen. Barron’s “Top 100 Women Financial  Advisors” ranking is of female advisers that are from both registered investment advisers and boutique brokerages. Barron does not publicly disclose how rankings are formally established but BWFM believes this ranking is based on the volume of assets overseen by the advisers and their teams, revenues generated for the firms and the quality of the advisers' practices. Barron’s does not disclose the total number of advisers surveyed or the percentage of advisers that received a ranking in the top 100. BWFM is unaware of any factor that could call into question the validity of the ranking or of any unfavorable rankings of Ms. Dusen. The rating of Ms. Dusen may not be representative of any one client’s experience because the rating may not reflect any actual client experience. The rating of Ms. Dusen is not indicative of future performance by BWFM.

Investment Advisory Services

We guide you through the process of articulating goals, benchmarks and requirements, assess risk tolerance, and then design strategies around your specific needs. Solid research, experience, and innovative financial acumen form the foundation of Bridgewater’s investment services.

To learn more about partnering with Bridgewater for institutional investment services, contact Bridgewater today.

Portfolio implementation, execution and management
Long-term investment planning
Comprehensive performance reporting
Tax strategy and advisory
Risk management