Partner and CIO Steve Schuler is at the helm.
Partnership with LVW Advisors means access to industry leading resources.
We work with our tax division, or yours, for seamless financial support.
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.
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
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.
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.