Introduction to Bridgeway Wealth Partners An Independent Private Wealth Firm

Transcription

1 Introduction to Bridgeway Wealth Partners An Independent Private Wealth Firm

2 About Bridgeway Wealth Partners Bridgeway Wealth Partners (BWP) was founded in 2016 by Brian Reichberg with the vision of building a truly independent, multi-custodian, open architecture firm. Founder, Brian Reichberg, has been in the private wealth business for more than 25 years as an advisor and complex manager for Smith Barney and most recently managed Oppenheimer s flagship office with 100+ advisors and assets in excess of $11 billion. BWP is comprised of elite advisors with ultra high net-worth clients with a variety of investment solutions that set them apart from others in the industry. Through partnering with investment experts such as Highmore and Regatta Asset Management, BWP can bring access to investment opportunities not available at larger investment firms which are sourced and diligence through a proprietary investment process.

3 Open Architecture The face of wealth is changing and advisors are evolving their business model to keep up. The transition to BWP gives our Advisors flexibility in selecting vendors, partners and services needed to grow their business. Custodian and Broker Dealer Partners

4 Technology Partners Legacy Planning Financial Planning Financial Planning Risk Analysis Aggregation & Reporting Cloud Storage CRM CRM Web site, social media & archiving

5 Providing Differentiated Asset Management Helping you manage today s challenges The advisor role is changing Investors demand more services, support and transparency Adaptation requires discipline, greater resources and a unique value proposition By standing still, advisors risk fee compression and declining revenue Clients are seeking differentiated, non-commoditized investment solutions All the large asset management firms and private banks offer access to either their own internal product, or a selection of the same big brand, multi-layer fee solutions Clients want access to investment opportunities which are unique and unbiased - those opportunities that are best for the client, as opposed those which pay the investment firms or banks the most More sophisticated clients are also moving towards alternatives a trend which will continue The mega trend of assets moving more towards alternative investment opportunities is continuing, and those advisors who cannot provide access to differentiated alternative investments will lose more sophisticated clients over time Bridgeway offers access to differentiated alternative investment solutions not available at the big box banks or asset management firms

6 Asset Management Partners Offering a Dynamic Approach How we help ~ Analyze your business model and clients Recommend a growth strategy Extend your capabilities with our team Your outsourced CIO Create custom white label models Specialize in ETF (Regatta), ALTS (Highmore) and SMA Refocusing your business on the importance of a sound investment strategy may be easier than your think

7 About Highmore What Highmore is an opportunistic alternative asset management firm delivering direct and indirect public and private market investments across the core investments stylescomprising alternative investments. Who Led by a team with a long-shared history at firms such as FrontPoint Partners, Man Group, Bank of America/Merrill Lynch and Oppenheimer & Co., where the team built investment businesses, developed unique alternative investment strategies, managed funds and oversaw assets in excess of $25 billion. Thesis Uncovering differentiated opportunities and generating returns places a premium on skill, and as a result Highmore focuses on the most important, yet most overlooked assetofall, human capital and the linkbetween behaviour and performance. Why Based on the premise that size is the enemy of performance, Highmore identifies investment talent in the growth stage of their business life cycle and partners with teams having deep domain knowledge and a proven pedigree in order to increase the probabilityof investmentsuccess and alignmentof interests. How Through proprietary behavioral analytics, and the scientific application of investment research and portfolio integration, Highmore aims to de-risk growth stage investing through both measurement and accountability and partners with investment talent forthe long-term.

8 Compensation and Ownership v v v v Competitive upfront transition package (based upon hiring T-12) Equity ownership in Bridgeway Wealth Partners Ability to sell LLC equity at retirement at fair market value Industry leading CSA compensation v Substantially higher payouts than wirehouses (>50%) v Full suite of benefits including medical, dental and vision

9 Our RIA Great Lakes & Atlantic Wealth Management and Advisory Partners, LLC is a registered investment advisory firm that partners with like-minded advisors to ensure their clients receive above standard service and investment opportunities. By serving as our advisors extended support team, we enable the advisor to fully focus on growing their firm and growing their assets. Through their highly experienced team, Great Lakes & Atlantic supports the advisor s business with compliance oversight, operations assistance, direct access to Highmore and Regatta Asset Management, on-going marketing support, business planning, robust technology partners, training and recruiting.

10 Contact Us Brian Reichberg, Founder and Managing Partner th Avenue, 6 th Floor New York, NY breichberg@bridgewaywp.com