Bridge Advisors to educate investors, advisors and institutions with alternative and option strategy consulting services
August 03, 2007 (PRLEAP.COM) Business News
Sophisticated individual and professional investors know that alternative investments offer certain risk management and income opportunities not available through traditional portfolio allocations, but most haven’t the time or expertise to sort through the multiplicity of alternative strategies or products available. Through their alternative strategy and investment consulting services, Bridge Advisors, Inc. (Chicago, IL) works directly with investors and their advisors to help them understand, identify and develop allocation strategies to fit their individual objectives and risk profile. Bridge’s principal mission is to educate and help qualified clients understand the value of tailored portfolio strategies incorporating options, hedge, bridge and insurance funds, and other alternative investments. To that end, the firm will be sponsoring a free webcast series in conjunction with the CBOE Options Institute starting later this summer. This series will focus on educating investors and advisors on options strategies for enhancing income and managing volatility. Individual event and series registration information can be obtained at www.bridgeadv.com. Visitors to Bridge’s web site can also access a wealth of free education content including access to all future archived webcasts and podcasts.
Bridge’s Investment Strategy Consultants work with clients and advisors on developing options hedging or income strategies structured to manage risk or enhance returns on a single position or on a complete portfolio. For executives seeking to manage long-term concentrated holdings, Bridge also advises how to incorporate options strategies which may best yield the desired investment objective.
Additionally, Bridge Advisors consults with qualified clients in developing an alternative investment allocation strategy within their portfolio holdings. Bridge helps clients identify which potential hedge fund strategies may be suited for each client’s asset allocation and risk/reward profile.
“Many financial advisors and institutional portfolio managers understand the value that options and alternative investments such as hedge funds can provide their clients, but they may not fully understand how to effectively apply either to achieve a desired result for their clients or portfolio,” notes Robert Bernard, president of Bridge Advisors. “We seek to bridge the gap between the alternative universe, advisors and their clients by explaining how alternatives and options can benefit specific investment objectives.”
About Bridge Advisors, Inc.
Bridge Advisors, Inc. is a Chicago-based registered investment advisor providing consulting services to qualified investors, advisors and institutions seeking direction on option strategies and alternative investments. At Bridge, we help clients better understand the alternative investment universe and the strategies available to them. Web: www.bridgeadv.com. Phone: 1-800-494-0451. Email: info@bridgeadv.com.
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