Old Bridge Wealth, INC

Old Bridge Wealth offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client, outlining their current situation, income, tax levels, and risk tolerance. Old Bridge Wealth generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.