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About us
Blue Bridge is an independent wealth management consulting
firm, established in 2002 in Montreal, that provides investment
advice to high net worth individuals and family offices. |
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- What do you gain from our approach?
- What is our role as wealth management consultant?
- What differentiates us from financial institutions?
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What do you gain from our approach?
Investors today are faced with myriad solicitations from brokers, mutual funds, money managers
and others recommending their in-house investment advice and products. This triggers a fundamental
question: How to select the most appropriate managers?
The clients of Blue Bridge have access to a wide range of international asset managers, selected
for their persistence of returns, risk management and other key factors. Blue Bridge offers unbiased
and objective advice, taking into consideration financial behaviour and planning aspects, individual
risk profiles, lifestyles, life cycles and also estate planning.
Our mission is to strategically align the investment goals and constraints of
our clients with optimal asset allocation decisions. We implement financial strategies by identifying
asset managers and products for achieving goals.
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What is our role as wealth management consultant?
Prior to implementing a financial strategy, a number of issues need to be considered, such as:
Define client risk tolerance and long-term goals
Evaluate a broad range of financial services and planning opportunities
Facilitate integrated tax management and estate planning
Be successful in manager search, screening, evaluation and selection
Impose and maintain discipline in the investment process and a proper long-term perspective
Provide ongoing asset allocation and selected manager reviews
Implement periodic portfolio rebalancing
Monitor and evaluate performances to ensure that our clients objectives are achieved
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What differentiates us from financial institutions?
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As manager of managers, we will find the right solutions to our clients
needs through our worldwide network. We do not offer specific advice on
individual securities.
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For Blue Bridge, in depth analysis of every manager’s
performance, adherence to style, reputation, etc. is an ongoing
process. We offer unbiased advice and professional guidance
towards the best investment managers.
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We are fully independent: We are
not part of a larger organization and any compensation received
from a money manager is credited directly to a client's account.
Our only source of revenue is the fee paid directly from clients
for pure, unbiased advice.
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A way to distinguish investment consultants from one another is by
the standards that the consultants consider important. At Blue Bridge,
we consider one factor as the key principle of our business:
Risk Management
Risk management means finding the ideal balance between the highest return
and the lowest risk.
It is important to underline that Blue Bridge does not "sell" performance;
we offer risk management leading to a return that reflects a client's investment
objective, while always respecting his tolerance for risk.
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