Bradley, Foster & Sargent is an investment advisory firm providing high-quality, customized investment management services to individuals, families and institutions. Located in Hartford, Connecticut, the firm is independently owned and managed by the Principals of the firm.
Our primary objective is to provide professional, individually-tailored investment services to individuals, families, entrepreneurs, professionals, non-profit organizations, and institutions. We seek to understand the personal goals and unique circumstances of our clients, designing every portfolio – indeed every decision – to meet those specific needs.
Our institutional clients include tax-exempt charitable organizations and retirement plans, which have their own set of requirements involving capital preservation, appreciation and income to fund operations. The size of client relationships generally range from portfolios totaling $1,000,000 to tens of millions of dollars for individuals, trusts, endowments and pension plans.
