LionsBridge Asset Management is a Jacksonville-based wealth management firm that specializes in creating personalized strategies for affluent individuals. With over 100 years of combined experience, their team of experts offers unbiased and independent advice, focusing on protecting families, limiting taxes, and achieving sustainable growth. They pride themselves on their fiduciary responsibility, low client-to-advisor ratio, and expertise in constructing customized portfolios using traditional and alternative investments.
Committed to delivering world-class wealth management and financial planning, LionsBridge Asset Management puts their clients' needs first. Their team of professionals, who hold the highly respected Chartered Financial Analyst (CFA) designation, work closely with clients to understand their value system, life goals, and financial aspirations. Through personalized strategies and a conflict-free environment, LionsBridge Asset Management aims to minimize risk and maximize wealth for their clients.
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