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.

At a time when many investment managers are focusing their attention on large institutional clients, Bradley, Foster & Sargent retains as a primary objective providing professional, individually-tailored investment services to individuals, families, entrepreneurs, professionals, non-profit organizations, and smaller 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 clients.  Some of our clients are individuals and families of considerable wealth who desire preservation of capital in real terms, as well as careful and thorough attention to their personal requirements. Others are entrepreneurs, professionals and people in the process of creating wealth who seek long-term capital appreciation.

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 $1,000,000 to multi-million dollar portfolios for individuals, trusts, endowments and pension plans.

Our history.  The firm was founded in 1994 upon the merger of Robert H. Bradley & Company and Arcadia Asset Management. Robert H. Bradley & Company was founded the previous year by Robert H. Bradley and Joseph D. Sargent as the successor organization of the Investment Management Group of Conning & Company, an investment banking firm founded in 1912. This new company merged with Arcadia Asset Management, a registered investment advisor founded by Timothy H. Foster in 1986, and was renamed Bradley, Foster & Sargent, Inc. The new firm commenced operations with approximately $90 million of Assets Under Management. As of June 30, 2010, Assets Under Management totaled approximately $1.267 billion.