Our Philosophy

At Greenbridge Investment Management we are passionate about providing exceptional investment advice and service to our clients. With access and the efficient use of technology, we leverage the resources of large national firms, while remaining firmly independent and unencumbered by proprietary products.  We have no conflicts of interest and our only goal is providing clients with the best opportunity to realize their objectives.

Our approach to investing is to keep it as simple and straightforward as possible. Hire investment managers with understandable and proven investment strategies, keep expenses low and capture as much of the market return as we can, without trying to outsmart it. We believe most tactical (short term) adjustments are best left to the investment managers while we maintain a steady aim at the goals and objectives of our clients.