Company Summary

Located in Toronto, Bridgeport Asset Management is an independent investment counselling firm which manages discretionary investment portfolios on behalf of families, charitable foundations, corporations and other organizations.
By maintaining a close relationship with a limited number of investors, we are able to deliver individualized service and offer a comprehensive approach to wealth management.

Our mission is to assist our clients in achieving their long term financial goals by growing their capital and delivering superior risk-adjusted returns. We adhere to a disciplined bottom-up, value-oriented investment approach and invest our own personal capital alongside our clients, creating a strong alignment of interests.
Bridgeport is registered as a Portfolio Manager, Investment Fund Manager and Exempt Market Dealer in Ontario and Quebec and as a Portfolio Manager in British Columbia and Manitoba.

Source: Bridgeport Asset Management Inc.

Unique Value Proposition

Based on our discussions, an individualized investment plan is then prepared for clients including a recommended asset mix (i.e. the mix of stocks, bonds and cash in your portfolio).

Bridgeport builds and manages each client investment portfolio on a separate account basis using individual securities and its own pooled funds. This means that each Bridgeport client receives their own separate investment account which holds a portfolio of investments selected for them by Bridgeport in accordance with their investment plan.

Bridgeport selects individual investments (usually publicly traded stocks and bonds) for each client account based on its own proprietary investment research and in accordance with each client’s investment plan. We generally do not sell financial products assembled by third parties such as mutual or segregated funds. By constructing individual portfolios for each of our clients and managing their capital directly, Bridgeport is able to “eliminate the middleman” and offer better value to its clients on a more personalized basis.

Once established, your portfolio is closely monitored and re-balanced as needed by a dedicated financial advisor.

Source: Bridgeport Asset Management Inc.

AUM ($Bil)


Year Founded


Key Personnel

John Fisher, Founder, CEO & Chief Investment Officer
Edan Howell, Managing Director
Luis Camhi, Vice President


1255 Bay Street, Suite 700
Toronto, Ontario
M5R 2A9

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