Bradley Foster & Sargent Inc

Bradley, Foster & Sargent, Inc. is an investment adviser firm based in Hartford, Connecticut, established in July 1994. The firm specializes in providing investment advisory services for individuals, families, non-profits, institutions, mutual funds, and private investment funds. They offer personalized investment programs tailored to individual client requirements, focusing on equity securities, corporate debt securities, mutual fund shares, and more. As of December 31, 2022, the firm managed 4,294 accounts totaling approximately $5.628 billion in assets. Clients are charged fees based on a percentage of assets under management, with minimum annual fees negotiable for individually managed accounts. The firm acts as a fiduciary, offering discretionary account management services and voting client securities in their best interests. Investment strategies include capital preservation, commitment to equities, reasonable pricing, diversification, and a long-term investment approach. The firm's investment process involves fundamental and technical analysis, event-driven purchasing and selling, and thorough research. Clients receive quarterly portfolio appraisals and have the option to request reviews of their accounts at any time. Bradley, Foster & Sargent, Inc. has no disciplinary history and maintains a Code of Ethics to ensure ethical conduct in all dealings.