At Ingalls & SNyder
Client-centric investment management and wealth advisory services for families and institutions.
The Bridgehampton team brings together the complementary talents and backgrounds of seasoned professionals in their respective fields, including institutional money management, research, financial planning, and operations professionals. Meet Our Team.
We seek to provide comprehensive investment management and wealth advisory to a wide range of clients, and to deliver these services with the highest levels of service and integrity.
Customized Liquid Portfolios
Security Selection, Asset Mix, Tax Awareness
We buy individual securities in developed markets
Estate and Financial Planning
Integrated Wealth Strategies
Detailed Plans and Implementation
Scalable Infrastructure
Trading, Compliance, Risk Management
Open custody platform plus in-house custody
U.S. & International Equity
U.S. Fixed Income: High Grade & Convertible Bonds
Personal, high-touch approach
Custom Reporting
Comprehensive Financial Planning
Estate & Wealth Transfer Review
The Bridgehampton Team
As part of Ingalls & Snyder, the Bridgehampton Group benefits from the trading, technology, compliance and operations platform that Ingalls provides.
