GlobalBridge Launches “3-D” Private Asset Allocation Programs

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Cutting-Edge UMA Portfolios Incorporate a Third Dimension of Investment Expertise to Give High-Net-Worth Retail Clients Access to Institutional-Quality Managers

MINNEAPOLIS--(BUSINESS WIRE)-- Unified managed account provider GlobalBridge Inc. formally announced today that the first five portfolios that utilize the company’s unique “3-D” asset allocation logic are now available for select wealth managers to apply on their clients’ behalf.

Unlike conventional managed accounts, which remain bounded by a two-dimensional universe dominated by equity and fixed-income securities, GlobalBridge’s logic draws upon the Gsphere technology integrating a wide range of non-correlated “alternative” asset classes -- thus the 3-D name -- to generate three-dimensional diversification, downside risk protection and the prospect of dependable higher returns.

“We have been at this for over ten years. And the complaint we hear now is the advisors and banks want and need more than an inventory of managers to get the kind of true diversification that large institutional players get,” said GlobalBridge CEO Kelly Coughlin.

“While simply plugging the best alternative asset class managers out there into a traditional Morningstar grid is progress, it’s not really an adequate solution. In addition to scrutinizing each manager on a stand-alone basis, we also optimize the combination of managers and alternative asset classes in a given portfolio. This produces high alpha generation while reducing portfolio standard deviation. We are confident that the portfolios we’ve designed deliver extremely competitive performance.”

GlobalBridge drew on its 10-year track record of identifying and validating superior asset managers to populate its portfolios, which focus on standard strategies: defensive, income, growth/income, growth and global balanced. All rolled out at last weekend’s ABA Wealth Management & Trust Conference in Miami Beach.

Through its established relationships with the underlying managers -- many of which often require minimum placements of $5 million or more -- GlobalBridge is able to offer high-net-worth individuals, institutional clients and their advisors access to previously unavailable institutional-grade investment expertise.

The products also give GlobalBridge a new way to leverage its UMA platform by combining these managers and non-correlated asset classes into a single account, providing the client with full transparency of all holdings as well as top-notch performance reporting.

The defensive and income portfolios carry a management fee of 75 basis points (0.75%) and the others carry a fee of 90 basis points (0.90%). While the minimum account size for each portfolio is as low as $250,000. “We will be using this product to redefine and qualify our current client base,” said Coughlin. “What we have done here is really created the next generation in asset allocation, unified managed account and model portfolio overlay. We firmly believe this concept will help our clients effectively compete for new business themselves and more effectively manage their existing business.”

Separately, GlobalBridge also announced the publication of a new white paper aimed at the wealth management industry, “UMAs Made Simple,” available at http://www.globalbridgefreereport.com.

About GlobalBridge, Inc.

GlobalBridge is a unique financial services provider aimed at helping clients enhance profits through innovative technologies, investment product offerings and back office support. Founded in 2000, GlobalBridge has become a trusted partner for banks, registered investment advisors and other institutions looking to gain access to high-quality institutional portfolio management, enhance investment performance reporting capabilities and reduce back office costs through the utilization of its Integrated Unified Managed Account (UMA) platform.