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PORTFOLIO MANAGEMENT

Managing a portfolio requires a substantial amount of time and investment expertise. This is why many investors decide to appoint an experienced Financial Advisor who can work closely with them.

Wrap Account Program
The Wrap Account Program is a fee-based investment advisory program that allows you to work closely with one of our portfolio managers. Our Financial Advisors construct customized portfolios for clients and may have discretion over day-to-day investment decisions, which may provide them the opportunity to take advantage of timely investment opportunities.

Our process, organized, structured yet flexible, recognizes that each client needs and deserves a customized investment plan. Throughout the process, the experience, expertise and market insight of professionals across wealth management is brought together in a cohesive structure.

The benefits of professional portfolio management:

Personalized Approach: Your portfolio manager will assess your individual needs and time horizon, as well as your tolerance for risk. This review usually begins with an evaluation of your current financial situation and special family- or business-related considerations. Your portfolio manager may also consult with other advisors you may have, such as accountants, attorneys or business managers, to integrate your investment plan with your entire wealth management plan.

Direct Access: Your portfolio manager is committed to working on a one-on-one basis with you to address your financial needs. We will keep you informed about your portfolio’s short- and long-term results and, provide periodic reports that include a detailed analysis of your contributions, withdrawals, holdings, performance and benchmark comparisons.

This website should not be deemed as an offer or solicitation in states where the registered representative(s)/investment advisor(s) is not registered to provide services. This communication is strictly intended for investors residing in the following states: AZ, CO, FL, GA, IL, LA, MI, MN, NJ, OH, OK, PA, TX, VA, WA, WI. Specific recommendations can only be based on review of a number of suitability factors including but not limited to the investors financial profile, investment objectives, and risk tolerance and the investors review of appropriate offering documents. Past performance is not guarantee of future results.

Securities licensed in: AZ, CO, FL, GA, IL, LA, MI, MN, NJ, OH, OK, PA, TX, VA, WA, WI. Investment Adviser Representative in: MI. Insurance licensed in: MI.

Securities offered through Newbridge Securities Corporation, member FINRA/SIPC and investment advisory services offered through Newbridge Financial Services Group, Inc, an SEC Registered Investment Adviser.

Newbridge Securities Corporation clears its securities transactions on a fully disclosed basis through Axos Clearing LLC. Axos Clearing, Member of the Securities Investor Protection Corporation – SIPC which protects securities customers of its members up to $500,000 (including up to $250,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org. Axos Clearing’s policy through Lloyd’s of London provides additional account coverage up to $24.5 million (including up to $1,150,000 in cash) per client as defined by SIPC rules. With both SIPC and Lloyd’s of London coverage, accounts are protected up to a total of $25 million per client (as defined by SIPC rules) including up to $1,150,000 for cash balances, with an aggregate limit of $100 million. This coverage does not protect against the loss of the market value of securities. SIPC does not protect against market risk, which is the risk inherent in a fluctuating market.