Investment Management in Saint Louis MO & Nationwide

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Investment Management is the core component of your portfolio and financial plan. It addresses your investment needs and the suitability of different types of investments in light of your goals, risk tolerance, and time horizon. Asset Allocation is a proven strategy to help diversify portfolios and achieve goals.

Asset Allocation

Asset allocation is the process of deciding where to put money to work in the market.

  • The process aims to reduce overall investment risk and to better balance the risk and reward.

  • Asset allocation is more indicative of your overall returns than is individual stock selection.

  • Our focus is not on timing the movements of the market, but on crafting long-term plans to meet your goals.

  • A proactive, disciplined investment process is vital to ensuring that you capture market returns over the course of your lifetime.

With a St Louis investment firm like One Bridge, we strive to invest your portfolio so it is appropriate for your your needs and goals. Common solutions are stocks, bonds, ETFs, and mutual funds. Separately managed accounts, option strategies, short-term assets, and annuities also may be used to optimize your portfolio.

Alternative Investments

Alternative investments may be an option for a specific investor. One of the premier features of alternative investments is diversification, resulting from investments that tend to react differently to the markets than more traditional investments.

Types of Alternative Investments:

  • Managed futures
  • Hedge funds
  • Oil and gas
  • Tax shelters
  • Real estate

These products generally involve substantial risk and limited liquidity.

Some situations require different expertise than typical stock and bond portfolio implementation. These situations usually pertain to employer-related retirement plans and stock options, margin strategies, and real estate exchanges.

Most investors understand that as risk increases, the potential for return also increases. But each individual reaches a point where the level of risk is not worth the potential return. The goal of asset allocation is to provide you with the risk/return scenario that is most suitable for you.

If you're looking for our other services, check out retirement planning.

Wealth Accumulation Planning

Wealth accumulation planning allows investors to build their net worth and wealth over time. Wealth accumulation planning is achieved through both regular contributions, capital appreciation, and dividends. Dollar Cost Averaging is the most common strategy here. But for others with more bespoke needs, a more tailored approach may be necessary. 


Learn how to accumulate and protect your wealth with St. Louis investment firms like One Bridge Wealth Management.

For many, it is advisable to protect your loved ones and your wealth using term life insurance.  Maintaining an adequate emergency fund also helps guard against depleting savings that are intended for other goals. Be sure that you take advantage of our Investment Management Services to help you take control of your investments. For more questions about our St Louis investment firm and investment management services please contact us.

We also offer virtual financial advisor services so you can manage your investments with us no matter where you live!

If you are looking for knowledgeable and client-first St Louis investment firms, look no further than One Bridge Wealth Management. Contact us today for your consultation!

Watch our retirement planning video here.



Investors should note that asset allocation and diversification do not assure a profit or protect against loss in declining markets and neither can guarantee that any objective or goal will be achieved.

Alternative investments may be illiquid in nature, redeemed at more or less than the original amount invested, are subject to special risks, and are not suitable for all investors. There is no assurance that the investment objective will be attained.




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