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C/Bridge Strategic Advisors

Adding Value to Your Investment Advisory Business

A Suite of Services for Investment Advisors


By managing compliance, operations, finance, and IT solutions, we help solve critical business issues often faced by investment advisors. Our services enable you to meet regulatory requirements, minimize capacity issues, and cut costs. With our help, you can focus on growing your core business knowing that your other responsibilities are being managed diligently and professionally.

The value of our service comes from our deep and diverse cross-functional experience leading firms in the financial services industry. During our 20+ years of experience, we have assisted investment firms with a wide range of complex issues. Our success growing billion-dollar investment companies and our unwavering commitment to client service will add significant value to your business. Leverage our experience, network, and know-how to compliment your existing staff.

Years Experience

Success Growing
Billion Dollar Companies

to Service and Value

Reasons to Outsource to C/Bridge

Changing Regulations

Monitoring regulations and ensuring compliance is challenging.

Limited Bandwidth

If you spend your days putting out fires, there is little time to spend on positioning your firm for growth. It’s lonely at the top, COO’s, CCO’s and operations need help.

New Technologies

Firms operating on outdated technology and legacy systems have difficulty finding a path to modernization.

Knowledge Needs

Many firms don’t have the internal knowledge or resources.


Inefficient processes and procedures limit growth.

Head Count

Outsourcing wide ranging responsibilities avoids taking in multiple head counts.


John Stiles
Founder & CEO
Claudia Bettencourt
Vice President

Build a Foundation for Success

Learn how partnering with C/Bridge will help you achieve your business goals.

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