Bridgeview Capital Advisors, INC.

Bridgeview Capital Advisors is a registered investment advisor that has been in business since 1972, offering personalized investment management, financial planning, and tax planning services to individuals, high-net-worth individuals, and corporate retirement plans. Bridgeview Capital Advisors manages portfolios using a mix of mutual funds, stocks, and bonds, and can manage accounts either with full authority to make trades without asking first or on a non-discretionary basis where client approval is required for each trade. In addition to managing individual accounts, Bridgeview Capital Advisors provides pension consulting services to employer-sponsored retirement plans like 401(k)s, helping plan trustees select and monitor investments and educate participants. The firm crafts investment strategies tailored to each client's specific goals and risk tolerance, relying primarily on fundamental and technical research, broad asset allocation, and long-term holding strategies with periodic rebalancing.