Who We Are

How We Started

Founded in 1977, Bridge Hedge was a division of Morgan Stanley for several decades, dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives, and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources.

• Manage investments with an unwavering focus on your financial strategy and personal goals.
• Create comprehensive, multigenerational wealth management plans based on your needs, challenges, and the values that guide your life and legacy.
• Simplify financial complexity to help you achieve clarity and control.

Private Wealth Management Highlights

• Approximately 300 teams specialized in assisting individuals and families with $20MM+ in investable assets.
• Over $547 billion in AUM.
• Comprising 34% of the Barron’s Top 100 Financial Advisors list for 2021.
• Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory, and other areas of interest to ultra-high-net-worth families.

Satisfaction and Security Guarantees? At Bridge Hedge, the answer is: "Absolutely."

Satisfaction Guarantee: We believe every investor deserves to work with a firm they can count on. Our commitment to your satisfaction is backed by a guarantee. If for any reason you're not completely satisfied, we'll refund your fee or commission and work with you to make things right.¹ You won't find that kind of promise everywhere—but you will find it here.

Security Guarantee: We cover losses in your Bridge Hedge accounts due to unauthorized activity. Plus, we help keep you secure with two-step authentication and tips on spotting scams.

Expert Insights to Help You Invest

The world of investing is vast and nuanced, so we help you get your brain around it all with thousands of curated, easy-to-search articles on everything from today's market and tomorrow's forecasts to investing and tax strategies.

Expect Transparent Pricing and Low Costs

When people feel better about their money, good things happen – they become more confident and feel more secure. Taking away the everyday financial stress that most people experience (1 out of every 3, in fact), helps them breathe easier, sleep better, and feel happier. That's why Bridge Hedge exists.

Whether you're still growing your wealth, planning for your retirement, or looking to pass on your wealth to the next generation, a conversation with us is the first step in building your personalized wealth plan. The one financial partnership that goes beyond your portfolio. Our comprehensive approach to private wealth management will help you and your family enjoy your wealth today, and for generations to come.

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