Wealthbridge Investment Counsel Inc.
WealthBridge Investment Counsel Inc. is a registered investment advisory firm headquartered in Chicago, Illinois. Founded in 2019, WealthBridge specializes in bespoke investment management and advisory services for high-net-worth individuals, families, and institutions. The firm manages diversified portfolios of primarily US and international equities and provides long-term portfolio management based on client objectives. WealthBridge typically maintains a small team of investment professionals, focusing on relationship-based advisory models. As of its latest filings, WealthBridge manages several hundred million dollars in client assets.
Investment Strategy
WealthBridge Investment Counsel Inc. employs a diversified, research-driven investment approach, primarily investing in large-cap US and international equities through direct investments and ETFs. The firm emphasizes long-term growth, constructing portfolios that focus on quality companies with strong fundamentals and proven track records. Portfolio turnover is generally low, and the firm incorporates both top-down macroeconomic and bottom-up security analysis to align client portfolios with their risk tolerances and objectives.
Top Holdings
Equity Positions (46)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPM | JP Morgan Chase | 5.75% | $18.6M | 59,121 | $136.31 | $315.43 | +$1.3M |
G GS | Goldman Sachs | 5.38% | $17.5M | 21,928 | $235.47 | $796.35 | +$1.4M |
O ORCL | Oracle | 4.87% | $15.8M | 56,200 | $58.05 | $281.24 | -$1.3M |
V V | Visa | 4.12% | $13.4M | 39,177 | $192.75 | $341.38 | -$580.0K |
E ETN | Eaton | 4.09% | $13.3M | 35,475 | $120.19 | $374.25 | +$547.0K |