Issue link: https://nebusinessmedia.uberflip.com/i/1195227
16 | BOOK OF LISTS 2020 COMPANY BRIEF Bradley, Foster & Sargent Inc. Address: City Place II, 185 Asylum St. Hartford, CT 06103 Year founded: 1994 Phone: 860-527-8050 Website: www.bfsinvest.com President & CEO: Stephen Willcox Product or Service: Investment management BFS is ranked #31 by CNBC on its list of the top 100 financial advisory firms For 25 years, Bradley, Foster & Sargent has worked with high-net-worth individuals and families, as well as institutions, to create personalized financial and investment strategies to meet their specific needs. We work with our clients to understand their personal goals and unique circumstances, whether it be retirement planning, college funding, wealth accumulation or capital preservation. We utilize fundamental analysis and valuation considerations to invest in high-quality companies, constructing client portfolios one company at a time. We endeavor to "know what we buy and invest in what we know." Portfolios are diversified based on economic sectors, industries and specific company risks. Tax and social investing restrictions are also considered. We encourage communication with our clients. Every client has a one-on-one relationship with his or her portfolio manager who, in turn, is supported by a dedicated portfolio assistant. Through such communications, we develop a "trusted advisor" relationship with our clients. We take great pride in the professional quality of our work. We seek to achieve excellence in all we do, both in investment performance and in personalized client service. These are not just nice sentiments or vague intentions; our goal is to put them into practice daily. As an independent investment advisor registered with the SEC, we assume fiduciary responsibility for our clients' portfolios. We are required to act in the best interests of our clients and not place the firm's interests ahead of those of our clients. This is consistent with our first business principle, which is: "Our clients' interests always come first. Without clients, we will have no business. Our experience shows us that if we serve our clients well, our own success will follow." In addition to serving our clients, we work to support the Hartford community, as the community enables us to thrive. The firm has provided over $800,000 in support to area nonprofits since its founding in 1994 and we will continue to look for opportunities to make a difference. We encourage our employees to give of their time, talent and financial resources so that the community is enhanced through their efforts, as well. Many of our employees serve on the boards of non-profit organizations. We value dedication, hard work, and a sense of urgency. These values are an important reason for the growth and success of the firm since its founding. We believe these same qualities will serve our clients and the firm well in the future. CELEBRATING 25 YEARS IN BUSINESS FOUNDED 1994 JEFF YARDIS, CORPORATE IMAGES SPONSORED CONTENT