Bradley Foster & Sargent Inc/ct
Bradley, Foster & Sargent, Inc. is an independently owned investment advisory and wealth management firm founded in 1994 and headquartered in Hartford, Connecticut. The firm provides customized investment management, financial planning, and advisory services to individuals, families, entrepreneurs, non-profit organizations, and institutions, with a focus on personalizing portfolios to fit specific client needs. Bradley, Foster & Sargent employs over 40 professionals and serves relationships with portfolios ranging from $1 million to tens of millions of dollars.
Investment Strategy
Bradley, Foster & Sargent pursues a high-quality, customized investment management strategy, delivering professional and individually tailored portfolios. The firm focuses on large-capitalization equity and fixed-income instruments, managing both taxable and tax-exempt accounts, and emphasizing capital preservation and appreciation to satisfy each client's unique goals. Their approach includes fundamental analysis for security selection, with a preference for blue-chip stocks and sector diversification suitable to client profiles, including tax-exempt and retirement assets.
Top Holdings
Equity Positions (530)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft | 5.99% | $382.6M | 769,168 | $223.49 | $497.41 | +$96.2M |
J JPM | J P Morgan Chase | 4.54% | $290.3M | 1,001,359 | $104.90 | $289.91 | +$44.9M |
A AAPL | Apple Inc | 3.54% | $226.1M | 1,101,841 | $122.15 | $205.17 | -$23.8M |
A AMZN | Amazon.com | 3.07% | $195.9M | 892,860 | $165.85 | $219.39 | +$36.3M |
G GOOGL | Alphabet Inc. Class A | 2.94% | $187.7M | 1,065,359 | $80.45 | $176.23 | +$21.8M |