Newbridge Financial Services Group, Inc., an affiliate of Newbridge Securities, is an SEC Registered Investment Advisor (RIA).

Over the last several years the industry has seen an increase in "Managed or Fee based " customer accounts.

As an SEC Registered Investment Advisor (RIA) we can conveniently manage our fee-based clientele. Further, we have affiliations with several professional managers within our managed account programs.

Managed accounts offer unique advantages compared with other investments because they provide a level of service and sophistication that is generally available only to large institutions and very wealthy investors. A managed account can help you address specific issues that relate to your changing financial needs, such as tax efficiency and the exclusion of certain securities from your portfolio.

Our philosophy is to provide customized investment management with a high level of individual attention. We believe that your client's financial goals are unique and we offer services that design customized portfolios to meet the goals and risk tolerance of each client. We strive to reduce your client's level of market risk and to simplify the investment process. The combination of our own fee based wrap accounts and the direct access to a selected list of outside investment money managers, can help you and your Newbridge Advisory Representative achieve your goals.

For an all inclusive fee our advisory programs offer:

• Comprehensive Manager Menu
• Fully integrated Asset Allocation
• Single and Multiple Manager Structure
• Quarterly and Year-end monitors
• Asset Allocation Overviews

Professional Money Management might not be suitable for all investors.