At Bradley, Foster & Sargent, our success is based on our ability to achieve long-term growth of capital for our clients. This is accomplished through successful execution of our investment philosophy and process, and is directly related to the trusted and informed relationships we forge with our clients. We are committed to meeting our clients’ long-term investment goals through prudent and time-tested investment management techniques. 

Common stocks have proven to be the most effective means of significantly outpacing inflation, and the best vehicle for maintaining purchasing power over time. While the rate of earnings growth for these companies may slow in bear markets, high quality growth companies that possess a strong business franchise, a solid balance sheet and positive cash flow will usually emerge from an economic or industry downturn as stronger participants in their respective markets. By investing in these types of companies, we seek to achieve capital preservation in adverse economic times, and capital appreciation in more buoyant periods.

Client Service and Communication

Brokerage and custody.  Bradley, Foster and Sargent does not act as custodian and does not take custody of clients’ cash or securities. We have relationships with various brokerage firms and banks which act as custodians for client assets. Our firm is not a broker-dealer and, therefore, does not charge commissions. Transactions are executed through a wide range of brokerage firms, where we can achieve discounts from standard commission rates for our clients.

Investment research.  Our firm receives research reports from many major investment houses and regional brokerage firms. Our own investment professionals also perform original research, including company visits and personal meetings with top management.

Client communication and confidentiality.  Our clients have direct access to our Principals and Portfolio Managers. In addition to frequent personal and telephone communication, clients receive quarterly reports detailing portfolio holdings and their current market value as well as written market commentaries. We protect the confidentiality of our clients’ affairs and adhere to a strict privacy policy.