Founded in 1994, Bradley, Foster & Sargent is an investment management advisor to individuals, families, institutions and nonprofit organizations.
Employee Benefits: On the first day of hire, benefits include 80% coverage for medical, dental and vision insurance. Equity ownership is available to select employees with proven contributions to the firm’s success.
Fun & Relaxation: To celebrate its 30th anniversary, all employees and their guests were treated to a Newport, Rhode Island weekend. Firm milestones are celebrated with boat cruises, weekend getaways and a family Florida trip.
Survey Says: In response to a company survey, systems and technology were upgraded to improve workflow and client experience. New employees were also hired throughout multiple teams to lower stress and increase success.
Telecommuting: Eighty percent of employees work remotely and keep connected via Microsoft Teams. Each department chooses the best frequency of engagement. The largest department has biweekly meetings to discuss projects and events.