The Bridgham Standard

Nine reasons a regulated firm keeps its security with one firm. Each is a commitment the Client can hold us to, in writing.

Will the firm be known, or started over every year?

Our advisors get to know the systems, the people, and the history, to be prepared for any security matter at any time.

Step four of the Program is a study of the Client's firm, its exposure, and the systems behind it. The same named advisor carries that study forward into the watch and the record.

Start the conversation

Connect with a Bridgham advisor on how the Standard would apply to the firm.

The nine, in full

Long-term stewards

Our advisors get to know the systems, the people, and the history, to be prepared for any security matter at any time.

One name

Any question or incident goes to a dedicated client advisor.

Responsible and accountable

A specific name from a specific desk on each finding, policy, and recommendation.

Checked

Where each control is supposed to be, with evidence that it is.

Planned ahead

Controls in place, tested, written down, and tracked at all times, with evidence accessible at any time.

Five days

Any form, inquiry, or diligence matter, answered with evidence.

Oversight-ready

Know how, know why, in terms of risk and value: written for boards and audits.

Service over sales

Our employees are rewarded for the firm's success, putting client satisfaction over revenue.

Clear

Know the plan, at no cost and with no obligation.