Moonbridge Financial Design, LLC

Overview

Moonbridge Financial Design, LLC is a small, owner-operated independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and identifies itself as an active ESG investor, which suggests it integrates environmental, social and governance considerations into public market selections or portfolio screening. Equity exposure is the dominant allocation style in client portfolios, with a bias toward exchange-traded securities and mutual fund vehicles rather than extensive use of third‑party alternative fund managers. Service delivery appears boutique and hands-on: the adviser manages a limited client base with full discretionary authority over accounts, working directly with individual and family clients rather than operating as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices