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BridgePortfolio.com, Inc. (“BP”) provides a comprehensive outsourced back office solution to investment advisors. Services include, but are not limited to, downloading and reconciling client accounts, calculating fees, producing performance reports and creating and submitting trades. We work with our advisors to provide a seamless, private-labeled website that gives the end client access to his/her up-to-date account information. BP allows the investment advisor to focus his/her attention away from non-value adding operations and toward activities that add value to clients and which grow the advisor’s assets under management and revenue.
Management’s vision is to provide a superior functionality and service value proposition for back office outsourced services for Registered Investment Advisors (“RIA’s”). The Company offers highly scalable outsourced solutions for every aspect of an RIA’s back office. With a newly upgraded underlying platform that is unmatched in the industry, BP is now ideally positioned to capitalize on the recently accelerating trend toward outsourcing in the RIA community.
Dedicated to helping you streamline your business
Executive Team
Chadwick M. Meyer
Chief Executive Officer and Co-founder (2000)
Phone: (312) 321-9146
Fax: (312) 321-9144
Mike V. Ruane
EVP of Sales & Marketing (2009)
Cell: (262) 227-6805
Phone: (312) 321-9139
Fax: (312) 321-9144
Li-Chiun Su
Chief Technology Officer (2000)
Phone: (941) 723-6286
Fax: (312) 321-9144
James S. Wilde
Director of Operations (2000)
Phone: (312) 321-9145
Fax: (312) 321-9144
Doug Brosz
Director of Financial Analysis (2005)
Phone: (312) 321-9397
Fax: (312) 321-9144
Sales Team
Tim McCain
National Sales Manager
Phone: (303) 888-4704
Fax: (312) 321-9144
Kelly Newsome
VP Business Development
Phone: (732) 923-1323
Fax: (312) 321-9144
Operations Team
The BridgePortfolio Operations team has over 50+ years of collaborative experience in the financial services industry with expertise in areas such as trading, portfolio management and data conversions.
service@bridgeportfolio.com
(312) 321-9139
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Testimonials
"I just wanted to send a quick thanks for getting the website updated and having the reports available so shortly after the end of the month." - Glen Hahlen, Cornerstone Capital Advisors
"BridgePortfolio has provided services that allow us to focus our time, energy and effort on the services our clients find more valuable. It has streamlined our trading process so that it is much less cumbersome as well as provided us with a portal from which we can view our clients' asset values on a daily basis as well as performance reporting on a monthly basis. The availability of reports on the website has made communicating with our clients easier by showing them items related to their portfolio through graphs and charts. It has minimized the time we spending preparing our quarterly performance reports from being something that was a daily task to something that is pulled together only a couple days every quarter. This has allowed us to have more time to develop and cultivate the relationship with our clients as well as uncover new opportunities. Client meeting preparation has also been streamlined and our clients have slowly begun pulling their own reports from the website. Clients have indicated that they are pleased that all of the history of past performance reports remain available on the website for viewing at their convenience. We appreciate the fact that BridgePortfolio is also constantly improving in terms of listening to our ideas and incorporating those ideas into the services they provide. Finally, Bridge's services have streamlined the way we bill for investment management. We now have one place where we can view everything regarding clients' accounts including account balances, how they are billed for investment management, how they are invested, when they were established, performance history on accounts, deposits and withdrawals history on the accounts, etc. We look forward to the evolving improvement of the company and the services they provide." - Searcy Financial Services, Inc.
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