Creating an integrated, holistic view of your financial picture allows us to better address your complete planning needs.
At The Bridgehampton Group, we believe that your existing company 401k plan should not be siloed from your overall financial plan. It can and should receive the benefit of direct investment management and oversight from our investment teams. With our team professionally managing your 401k account, you can incorporate those assets into your current investment strategies and reporting.
Importantly, your 401K plan does not need to be re-located, or re-custodied to benefit from The Bridgehampton Group’s investment management services. You will retain full control of the account, with the same access and visibility through your company's 401k plan portal. You will benefit from our ability to make necessary changes on your behalf, using the investment selections offered by your company's 401K plan.
Professional 401k management allows you to take better control of your retirement security and receive investment and wealth planning inclusive of your retirement assets.
Importantly, your 401K plan does not need to be re-located, or re-custodied to benefit from The Bridgehampton Group’s investment management services. You will retain full control of the account, with the same access and visibility through your company's 401k plan portal. You will benefit from our ability to make necessary changes on your behalf, using the investment selections offered by your company's 401K plan.
Professional 401k management allows you to take better control of your retirement security and receive investment and wealth planning inclusive of your retirement assets.
The advantages of professional retirement plan account management:
- Benefit from the same trusted expertise you rely on for your other assets.
- Minimize volatility risk with proactive account review and rebalancing.
- Avoid using common target-date funds options with higher expense ratios by opting for an actively managed allocation, customized to your situation, rather than a predefined timeline.

About Our Partner
Pontera is a fintech platform dedicated to helping individuals retire with greater wealth and financial security. Founded in 2012, the company delivers a secure and seamless platform for financial advisors to manage 401(k) and other held away accounts. They have been a trusted partner of Ingalls & Snyder since 2024.