Services

Advice, defined by the work.

Milvian Bridge Advisory offers ongoing portfolio management, comprehensive financial planning, and focused investment consulting. The right form of advice depends on the matters at hand and the degree of ongoing involvement required.

Portfolio Management

What it is: Ongoing discretionary or non-discretionary oversight of an investment portfolio, guided by a written investment policy.
Who it is for: Individuals, families, trusts, estates, retirement accounts, and business owners who want a defined investment strategy and ongoing professional oversight.
What the work includes: Portfolio design and implementation, monitoring, rebalancing, and tax- and cost-conscious adjustments as needs and markets change.

Financial Planning

What it is: A coordinated view of the financial questions that extend beyond the portfolio.
Who it is for: Individuals, families, and business owners planning for retirement, managing cash flow, funding education, coordinating estate matters, or approaching a significant transition.
What the work includes: Analysis, written recommendations, priorities for action, and collaboration with tax and legal professionals when their expertise is needed.

Investment Consulting

What it is: A defined, project-based engagement focused on a specific portfolio question or investment choice.
Who it is for: Investors seeking a second opinion, a review of an existing portfolio or asset allocation, or analysis of a concentrated position or proposed strategy.
What the work includes: Objective analysis, direct conclusions, and recommendations limited to the agreed scope.

Within financial planning

The broader financial picture

The firm’s advice may also extend to:

Retirement income and distribution planning
Cash flow and liquidity
Education funding
Risk and insurance considerations
Tax-aware planning and professional coordination
Estate-planning coordination
Business-owner and liquidity-event planning
Concentrated positions and major financial transitions

Milvian Bridge Advisory does not provide legal or tax advice. Clients should consult their attorney or tax professional regarding those matters. With the client’s authorization, the firm may coordinate with those professionals to help keep the financial plan aligned.

Fees and Terms

Scope and fees, agreed in advance

Scope, responsibilities, fees, and billing terms are set out before any work begins. Additional information appears in Item 5 of the firm’s Form ADV Part 2A brochure.