Lifelong Investing Partners
At Bradley, Foster & Sargent (BFS), we look to add meaningful value to your life now and over time, providing personalized wealth and investment management designed to meet your evolving needs.
You have direct access to our portfolio managers, so that you can stay informed about your investments and they can better understand your goals. They also maintain direct relationships with the companies we invest in, gaining firsthand research and insight to develop thoughtful solutions specific to your situation.
We manage your money as we do our own, investing in similar strategies and in your success.
$7.74B
Assets Under Management
(as of 9.30.24)
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