www.brightbridgewm.com

Brightbridge is a world-wide private equity firm with the resources and expertise to source, evaluate, and manage private investments globally in both developed and developing markets and across many industrial and commercial sectors.
Brightbridge is manager of -- or principal advisor to -- private equity funds covering Asia, Latin America, Europe, Africa, and the Islamic countries that span the globe from North Africa through the Middle East and into Asia. These funds represent aggregate capital commitments of nearly $6.0 billion and several are the largest of their kind in their particular region.
Brightbridge's initial focus and one of its continuing core strengths has been investments in "infrastructure" in emerging market economies. Over time, however, Brightbridge has expanded this focus, allowing us to accumulate investment experience in a wide range of sectors from heavy industry, mining, oil and gas to basic materials and even restaurants.
Brightbridge's broad global experience and the large size of its funds has allowed it to become a prime choice as an investment partner for regional companies and local entrepreneurs. Brightbridge is also a pioneer in structuring innovative partnerships with international corporate strategic investors. Brightbridge has partnered with leading international corporations, including Vivendi, Marubeni, and AES in the power sector, AT&T, Orange, and Bell Canada in the telecommunications sector, and Pilkington in the gla...

As financial advisors and investment consultants, we believe in the following fundamental principals with regard to designing an investment portfolio and making specific recommendations. The purpose of a client's investment portfolio is to fund current and/or future financial objectives. The design of the portfolio must take into account the client's financial objectives, tolerance for risk, needs for current income or liquidity, and special considerations such as income and estate taxes. The appropriate allocation of investment assets for your goals and risk tolerance is the most important component in developing an investment portfolio. We believe that having a diversified, well-balanced portfolio, following long-term buy-and-hold strategies, and having patience, increases the likelihood that one will achieve their long-term financial objectives.
Diversification, dollar cost averaging, comprehensive portfolio reviews and analysis are beneficial methods of managing assets. Dollar-cost averaging has some advantages in a declining market--or, more precisely, in a market whose general direction may be downward but still has ups and downs. An investor who bought the Dow in 1929 and held it until 1939 would have seen a -46% return; but an investor dollar-cost averaging would have been able to take advantage, for example, of all the months in 1932-1934 in which the Dow closed at less than 100. In these months, that investor would have gotten a lot more for his money. This ef...

Brightbridge is a world-wide private equity firm with the resources and expertise to source, evaluate, and manage private investments globally in both developed and developing markets and across many industrial and commercial sectors.

Brightbridge is manager of -- or principal advisor to -- private equity funds covering Asia, Latin America, Europe, Africa, and the Islamic countries that span the globe from North Africa through the Middle East and into Asia. These funds represent aggregate capital commitments of nearly $6.0 billion and several are the largest of their kind in their particular region.
Brightbridge's initial focus and one of its continuing core strengths has been investments in "infrastructure" in emerging market economies. Over time, however, Brightbridge has expanded this focus, allowing us to accumulate investment experience in a wide range of sectors from heavy industry, mining, oil and gas to basic materials and even restaurants.

Brightbridge's broad global experience and the large size of its funds has allowed it to become a prime choice as an investment partner for regional companies and local entrepreneurs. Brightbridge is also a pioneer in structuring innovative partnerships with international corporate strategic investors. Brightbridge has partnered with leading international corporations, including Vivendi, Marubeni, and AES in the power sector, AT&T, Orange, and Bell Canada in the telecommunications sector, and Pilking...

Brightbridge funds seek to make equity and quasi-equity investments in a wide variety of enterprises. The range of investment sizes that will be considered by any fund depends on a number of factors, including the size of the particular fund. Historically, the typical range of investment sizes for individual Brightbridge funds had been from $10 million to approximately $100 million.
Brightbridge's initial focus and one of its continuing core strengths has been investments in "infrastructure" in emerging market economies. Through over 100 investments since 1994, Brightbridge has acquired a unique experience in investing in fixed and wireless telecommunications, cable television, power generation and transmission, and transportation. Brightbridge has, however, expanded this focus over time both in geographic and industry terms. Brightbridge has considerable experience in oil and gas and a number of industrial sectors including petrochemicals, cement and glass, a variety of agribusiness sectors and industries as diverse as the restaurant sector. Geographically, Brightbridge has also broadened its focus to apply its investments model to developed markets such as Japan and Hong Kong and the new member countries of the EU.
Brightbridge funds typically provide capital to growing companies at the expansion stage rather than at the start-up stage. In addition, Brightbridge will consider investment in mature companies that present restructuring opportunities. The stage at w...

Brightbridge Wealth Management, Inc. offers a wide array of products designed to meet your specific investment objectives. Our primary mission is to grow and preserve our client's assets.

Brightbridge Institutional Management
Brightbridge Wealth Management, Inc. provides discretionary asset management services for both institutional and private clients. Whether it be an offshore based insurance, reinsurance or captive insurance company, we have the expertise and track record to rival much larger onshore providers.
We also work with private clients, who can also expect to receive an exceptionally high service standard as well as first class investment performance.
Typical Investment Clientele
Captive Insurance Companies
Reinsurance Companies
Corporations
Pension Funds
Trusts
Investment Philosophy
The primary objective is to exceed client performance expectations without incurring unnecessary risk in the process. Our principles of investment management are:
Add value through the asset allocation decision.
Add value within each asset category through industry/sector allocation and through security selection.
Reduce portfolio volatility through prudent management of assets.
Manage client portfolios within the parameters determined in the Investment Policy Statement.
Statement of Investment Policy & Goals
Brightbridge Wealth Management, Inc. views the Investment Policy Statement as the most important attribute of prudent investment management. Brightbridge Wealth Management, Inc. detailed Investment Policy Statements identify a client's Return Objectives, Risk Tolerance,...

Brightbridge Wealth Management, Inc. team is primarily concerned with growing and preserving our clients' capital. We manage assets on a fully discretionary basis for private and institutional clients.
Our highly qualified asset managers and research analysts use advanced analytical tools to conduct capital market and fund management research. We then turn global investment insights into an efficient portfolio, specially tailored to your long or short-term goals and risk sensitivity.

Institutional Investment Management
Private Client Asset Management
Asset Management Consulting Services
Asset Recovery Team

Brightbridge Wealth Management, Inc. team is primarily concerned with growing and preserving our clients' capital. We manage assets on a fully discretionary basis for private and institutional clients.
Our highly qualified asset managers and research analysts use advanced analytical tools to conduct capital market and fund management research. We then turn global investment insights into an efficient portfolio, specially tailored to your long or short-term goals and risk sensitivity.

Institutional Investment Management
Private Client Asset Management
Asset Management Consulting Services
Asset Recovery Team

Brightbridge Wealth Management, Inc. team is primarily concerned with growing and preserving our clients' capital. We manage assets on a fully discretionary basis for private and institutional clients.
Our highly qualified asset managers and research analysts use advanced analytical tools to conduct capital market and fund management research. We then turn global investment insights into an efficient portfolio, specially tailored to your long or short-term goals and risk sensitivity.

Institutional Investment Management
Private Client Asset Management
Asset Management Consulting Services
Asset Recovery Team