Bridgeport Financial Solutions

Overview

Bridgeport Financial Solutions is an SEC-registered advisory firm that acts as a capital allocator for both individual/family and institutional clients. Registered in 2023, the firm provides a mix of financial planning and portfolio management services across individuals, small businesses and institutions, together with pension consulting, manager selection, market-timing services and investor education. Bridgeport reports actively integrating ESG considerations into its investment approach and maintains a diversified fee model that includes percentage-of-AUM, hourly and fixed-fee arrangements. The firm connects with other financial industry participants through affiliations that include broker-dealers, other advisers, accounting professionals and insurance companies. As a capital allocator, it places client capital with third-party managers and uses a blend of public funds and separate account strategies to implement portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices