Many advisors are driven by growth. The more clients they sign on, the happier they are. But is this good for you?

At Bridgewater, we commit to a small number of new client relationships each year. This approach works as intended. Our relationships run deep and our clients stay with us for a long, long time.

You should feel completely at ease opening up with your advisor and discussing any topic, from financial priorities to family dynamics to your personal philosophy and dreams.

We take the idea of being a true boutique seriously. It means being deeply devoted to every client. We love understanding and advocating for your unique aspirations.This dedication builds an enduring relationship that produces the positive outcomes you want.

Many firms sell their own investment products, and limit their advisors to recommending their products. Some pay advisors a commission for using their in-house products in your portfolio. Both practices are common, and both create conflicts of interest.

Bridgewater Advisors serves as your fiduciary, which means we’re legally bound to put your needs at the center of everything we do. We’re free to search the entire universe of investment options to find the best solution for you — as well as recommend strategies far beyond the world of traditional investments.

Before you select an advisor, make sure you’re talking to the people who will actually be working for you. Get a sense of who they are, what their roles are, what motivates them, and how long they’ve been with the firm.

Working with Bridgewater is an intimate experience. The people you meet when you interview our firm are the people you’ll work with day-to-day. Over time, you’ll benefit from the expertise of our entire team, all of whom are fully aware of your situation and goals.

A great advisor connects investing and planning to subjects like tax strategy, education planning, estate planning, and philanthropy. They help you manage real estate moves, career decisions, unexpected crises, caring for loved ones.

We do all this and more. Day to day, we help you solve problems, anticipate issues before they become issues, and achieve success on your terms. We become your trusted counsel, confidante and champion.