The Longbridge Balanced Approach to Investing
History shows that while interest‐generating investments, such as cash and bonds, have the advantage of relative stability of principal value, they provide little opportunity for real long‐term growth due to their susceptibility to the risk of inflation. On the other hand, equity investments clearly have significantly higher expected returns but are vulnerable to the risk of severe swings in the market.
To balance the need for safety and performance, our investment process bridges the gap between traditional passive asset allocation strategies and more active investment strategies by providing a combination of both investment process solutions, customized to your precise needs and objectives. How this combination is structured depends on a number of variables, including your plan design, investment policy, benefit structure and financial impact. In this way, we are able to manage your money with an equal emphasis on risk management and investment performance.