Newbridge Advisors Information

Newbridge can be the most valuable asset in helping you expand your capabilities and services to your clients. Newbridge Advisors is the OSJ and Compliance provider with a passion to see you succeed. We offer a robust platform in compliance, product offering, and professional development so your clients receive the highest level of financial care. Because of our Open Architecture and use of Technology we are able to provide a wide array of compliance services over many different product types and channels. Not only are we able to take care of your compliance needs but we can mostly like do it at far less cost than what you already pay. Fee only, fee based, commissioned, or blended; whatever your business model we can help you. Some of our current partnerships and associations include but are not limited to. Schwab Institutional - Fidelity Institutional - TD Ameritrade - NFS - Pershing - Morningstar Cambridge Investment Research - Redtail Technologies - Salesforce.com - Wilmington Trust Our business model was developed specifically to provide high quality services in compliance, client interaction, and Advisor development. We challenge you to take a look at your current offerings and see if we can help you give your clients something more, and at less cost to you. You can surf our site to learn more about us or Contact Us to set up a personal and confidential meeting. - Andrew J. Evans, Managing Principal Specialties Investment Management, Professional Development, Financial Planning, Executive Compensation, Investor Education