Thames Bridge LLC is financial services firm. Thames Bridge does not hold ANY client assets. Clients are able to choose amongst the following custodians; Charles Schwab, Fidelity, and Altruist.

Schwab and Fidelity have been around for a century but Altruist is rapidly gaining popularity amongst RIAs such as Thames Bridge as well as it’s clients. It has a modern interface and makes account management an absolute breeze for all involved. No paper docs necessary! We also just love their design ethos.

Thames Bridge maintains a number of it’s own proprietary portfolio models available only to clients, as well as offers a breadth of popular 3rd party models, ETFs, and mutual funds from familiar names such as Vanguard, Blackrock, and State Street to name a few.

Since its inception, Thames Bridge has always stood to remain a small solo practice able to offer the entire market to it’s clients. That is achieved in it’s proprietary models and/or through what is deemed a sub-advisor. Our sub-advisor is Foundations Investment Advisors. Together, and along with other independent advisors, we are able to share methodology without the breath of corporate pressure. As a whole, we manage north of $10 billion dollars.