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The Bridgehampton Group

Working With Us

The Bridgehampton Group understands that the most precious resources for our wealthiest clients are time and peace of mind.

That is why we offer a spectrum of services, including Investment Management, Wealth Planning and Family Office services. By offering consolidated reporting, strategic planning and cashflow oversight, we allow our clients to focus more on other endeavors in their busy lives. Our scale and independence give our access to high-quality expertise among partner firms in trusts & estates, insurance, lending, and other areas critical to our clients’ well-being.

Further, our distinct areas of investment expertise enable us to address specific needs among our clients, including our institutional partners. We offer focused investment strategies in core asset classes, including US equities, international equities and US fixed-income.
Delivering investment management and wealth advisory services with the highest levels of service and integrity is our commitment to you.

Whether it is the ability to connect directly with your portfolio manager on the phone or to receive custom reporting for your portfolio, our personal, high-touch approach sets our team apart. We focus on minimizing your paperwork, streamlining demands on your time, and providing you with the peace of mind that comes from knowing that professional eyes and ears oversee your financial security.