At our core, we believe quality investments lead to the best long-term success while minimizing downside risk.  We believe dividends and yield matter in our portfolios. We believe it is important to stay diversified, to not follow fads or chase returns.  And we believe focusing on the financial plan, rather than the markets, leads to a life well lived and ultimately, success.

These ideas form the basis of how we evaluate and build portfolios for our clients and for ourselves.  Over the last 24 years, they have netted tremendous benefits for our clients, and all our clients have achieved their financial goals.

10 years ago, we wrote the following missive:

Our mandate is for every client to have a plan designed for them and for the plan to be implemented in the same fashion and to the same degree as for ourselves and our families.  Sometimes this means taking the less popular course, but we prefer reason to market frenzy, and we prefer discipline to stampede.

15 years ago, Retired Co-Founder Brent Norman wrote:

In this world of one size (solution) fits all, what happens in the financial markets is indeed critical.  But knowing otherwise calls for individual plans, active management, and the ability to react to changing situations strictly in the best interests of each individual client.  We may not be 100% right 100% of the time, but our promise that fiduciary responsibility is central to everything we do is unwavering.

When we started TenBridge Partners, we set our investment focus:

Good stock selection matters.
Deep value
Dividends
Thoughtful diversification through a quality lens, as opposed to a blanket approach.
Flexibility and nimbleness are important.
Money managers need to think outside the box and break from old traditions.
Style drift is a product of seizing opportunities, managing in the box is a cyclical bull way to allocate. We aren’t there anymore.

And all of this holds true today.  The values of TenBridge Partners, our client’s first, intensive focus on financial planning, and our desire to invest in value, provide service of value, and have valuable relationships with our clients, are everything to us and is everything we do.

The most important thing is our clients achieving their goals.  They have entrusted us to see them through retirement, to see their kids through their education, to provide enough income to follow their dreams, and to stand by them through their hardships and to celebrate with them in their victories.

This relationship is incredibly powerful. We’ve helped a lot of people through their working years, into their retirement, and then attended their funerals. We are honored to help and take that responsibility seriously.

When you invest at TenBridge Partners, you invest in more than securities.  You invest in a relationship and the security of knowing everything you do is aligned with your plan, with achieving your goals, and will lead to long-term success.

Good investments are not about selecting, they are about alignment. About finding the right mix that aligns with your individual needs and long-term success.  About empowering you to live your unique story with confidence and clarity.

TenBridge clients know this and have it.  We want to help others as well, broaden our community, and provide the service and peace of mind everyone deserves.  People aren’t numbers to us.  They never will be.

About TenBridge Partners

TenBridge Partners is an independent financial planning and investment management firm based in Portland, Oregon with a simple focus of honoring the fiduciary responsibility of putting clients first. Guiding with curiosity and trusted expertise, we empower people to live their unique story with financial clarity and confidence.

Planning is central to everything we do. Our focus is on a complete understanding of your needs through the financial planning process, putting your success at the heart of our work.

We strive to create a community where financial planning feels fun, dynamic, and human.

From the desk of
Erik Lawrence CFP®

The information contained in this correspondence is intended for general educational purposes only and as a means for facilitating a conversation.  Please consider our door always open to discuss your particular situation and how this information might benefit you and fit your specific needs.