Bridge Creek Capital Management meets with prospective clients at no cost or obligation. Your current financial situation and long-term objectives are reviewed. If we think we can help, we tell you. If not, we’re happy to steer you in another direction.
We do not take possession of nor serve as custodian of our client’s securities or funds. Clients may choose a custodian bank or brokerage house to hold securities and conduct transactions. Or clients may choose a custodian we currently use, all of which are major brokerage houses or banks. In either case we negotiate discounted, institutional commission rates on each client’s behalf.
In addition to individual transaction notices and monthly statements from the chosen custodian, each client receives a detailed written and statistical quarterly or semi-annual review from us.