Your Bridge to World Class Money Management
We provide access to customized, fee-based asset management strategies built upon disciplined, time-tested and prudent investment principles. Every portfolio is tailored to meet each client’s unique objectives with a strong emphasis on managing risks, expenses and taxes.
We believe the asset allocation decision is the most important factor in achieving successful and sustainable investment results. Therefore, we are strong supporters of diversification, allocating our clients’ assets across multiple asset classes, investment styles and industries. We believe that investment strategies should incorporate opportunities from around the globe.
Once we have determined the appropriate asset allocation, we apply a rigorous manager selection process. We perform extensive research to help us carefully select the best-qualified independent money managers to invest our clients’ capital. We typically utilize a combination of institutional mutual funds and separate accounts managed by third party professional money managers.
We believe successful asset management requires continuous account supervision, refinement and rebalancing. Once your plan is implemented, we closely monitor all of your invested assets and provide regular, detailed reporting. Through this process, we strive to create world-class, broadly diversified, customized portfolios specifically designed to achieve each client's unique goals without taking unjustifiable risk.
ClearBridge has no proprietary investment relationships, portfolio managers or products. Therefore, we are not financially motivated to promote or utilize any specific investment manager, mutual fund company or type of security. Our recommendations are based solely on what we believe to be in our clients’ best long term interest.