Serving clients in 43 states, Bradley, Foster & Sargent exists to create trust and help establish long-term investment goals through prudent, time-tested investment management techniques and outstanding service. Beyond individuals, their institutional clients include tax-exempt charitable organizations and retirement plans, which have their own set of requirements, involving capital preservation, appreciation and income to fund operations.
Total AUM: 3.44B+
Years in Business: 25
Accounts Under Management: 3,185
Robert Bradley, Chairman
Stephen Willcox, President & Chief Executive Officer
CityPlace II, 11th Floor, 185 Asylum Street, Hartford, CT 06103