Ownership
Jefferson Bridge is a limited liability company formed in 2021 under the laws of the State of Tennessee.
The principal owners of Jefferson Bridge are Jefferson Bridge Investment Holdings, LLC, Woodmont
Investment Counsel, LLC and South Summit Capital, LLC.
General Description of Primary Advisory Services
Jefferson Bridge offers investment advisory and wealth management services to endowments,
foundations, institutions and individuals. The types of clients include, but are not limited to, individuals
and charitable organizations and endowments on a discretionary basis. Jefferson Bridge offers separately
managed accounts that will invest in index funds, Exchange Traded Funds (ETFs), actively managed funds,
as well as individual stocks and bonds. Jefferson Bridge provides investment recommendations in the form
of strategy recommendations as well as occasionally selecting external investment managers.
In addition to investment management, Jefferson Bridge may also offer financial planning. Jefferson Bridge,
in conjunction with the client, takes into account specific client needs and various investment strategies
that are under the Firm’s advisement. These conversations are on a case-by-case basis with each client,
and thus, client portfolios may vary, and investment decisions may vary depending upon the client.
Adviser’s services are provided based on the specific needs of the individual client and are tailored to each
client. Clients are given the ability to impose restrictions on their accounts, including specific investment
selections and sectors. However, Jefferson Bridge will not enter into an investment advisory relationship
with a client whose investment objectives may be considered incompatible with Adviser's investment
philosophy or strategies or where the prospective client seeks to impose
unduly restrictive investment
guidelines.
Investment Management Services
Jefferson Bridge’s portfolio managers work with clients to agree upon investment objectives and to
determine an appropriate investment strategy for the client’s account. Relevant factors in this data-
gathering process include, but are not limited to, time horizons, market specific information, risk tolerance,
liquidity needs, and, in the case of individuals, tax issues. We manage portfolios designed to meet those
objectives.
Adviser offers portfolio management services that include giving continuous investment advice and/or
making investments for the client based on the individual needs, goals and objectives and risk tolerance of
the client. Due to Adviser’s discretion over the account, Adviser will have the authority to make investment
and trading decisions in the account.
Business and Nonprofit Retirement Plans
Adviser will work with business and nonprofit Clients to develop, design and implement a retirement
savings plan for its employees. Adviser provides financial advice to plan sponsors and senior management
regarding issues involving benefit plan options, wealth accumulation strategies for employees and
participant education. Adviser will evaluate a sponsor’s current plan and recommend changes, if necessary.
Adviser may also provide consulting regarding new plans for companies that have not previously offered
retirement plan benefits.
Please see Item 5, Fees and Compensation, for a detailed description of the services provided and fees
charged.
Other Services
Wrap Fee Programs
Adviser does not sponsor, or participate in, wrap fee programs.
Assets Under Management
As of December 31, 2023, Adviser has $106,151,489 in assets under management. All assets are managed
on a discretionary basis.