Our Firm 

Our firm is an Independent Registered Investment Advisor. We act exclusively in partnership with high net worth and corporate clients. Our goal is to help find solutions that are closely aligned with client needs and objectives, and we enjoy a deep, personal relationship with our clients. This often takes regular, ongoing interactions. The buck stops with us, so to speak and we have a strong sense of personal accountability to our clients.

Our private wealth management strategy: whether it’s your retirement planning, tax situation, estate planning or assets at multiple places, it’s fundamentally important that we truly understand you, your goals and your situation. We are in a position to do that and pride ourselves on strong personal interaction with our clients and dedication to their needs. Independence is key to offering investment advice based on what’s best for our clients.

Our shared incentives: we charge a fee based on a percentage of total assets managed. It’s simple and easy to understand, helping to avoid surprises. It also gives us an incentive to grow your assets - when you succeed, we succeed.


Our investment process: we provide a wide range of comprehensive investment management services that take the worry about investing off of the shoulders of our clients.

We seek to reduce risk in client portfolios by leveraging relationships with the world’s top financial institutions. We maximize value for our clients by taking a unique and personalized approach for each individual.

Bedford has helped accomplish over 200 of its partners’ major conservation goals. They inspire everyone to care for the planet.
— John Smith, Nature Conservancy Magazine

What We've Achieved

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