A FULL-SERVICE INVESTMENT OFFICE
High Performance Solutions
Whether we are serving individuals, families or institutions, we listen carefully to gain deep insight into what matters most and act accordingly. Fully aligned with our clients and independent in our thinking, we are rigorous and data-driven in our manager selection, portfolio allocation and ongoing monitoring.
While investing is our business, delivering the highest level of service is in our collective DNA. Seven Bridges’ diverse, highly skilled team of investment, client services, technology and operational professionals works collaboratively and transparently to meet the needs and exceed the expectations of each client.
Successful individuals know it takes vision, diligence and a commitment to hard work to build value. They look to engage with independent thinking and trusted partners with expertise in their fields. Seven Bridges offers leaders and entrepreneurs exceptional ability to handle their investments, help diversify highly concentrated positions and craft tax-efficient strategies.
We offer an array of investment opportunities across asset classes structured into high-conviction portfolios designed to meet specific individual investment policies. Fully aligned, we invest significantly in all of the managers in our select portfolios.
Dynamic Solutions for Generations
Clients benefit from our singular focus on managing their investments, our ability to work closely with their full team of advisors – tax, accounting, legal, insurance – and our thoughtfulness in helping them navigate the dynamics of multi-generational wealth planning and communication.
Balancing transparency and access is vital to managing complex family offices and addressing values-based investment portfolios. As with individuals and institutions, our family office clients benefit from our highly sophisticated data integration and reporting capabilities.
Endowment & Foundation Expertise
As stewards for our institutional clients, we are entrusted with the preservation and growth of their organization’s capital. Our direct experience managing and overseeing fiduciary assets for endowments and foundations makes us keenly aware of the level of skill, foresight and agility required by institutions.
In addition to a broad array of investments, Seven Bridges offers active monitoring, risk management and robust reporting capabilities. Our investment in technology allows our seasoned investment team to focus on performance by ensuring that data and tools are in place for quantitative analysis and modeling, thereby freeing their time for qualitative work and the big picture thinking our clients demand.