Bridgestone Associates places a special emphasis on its Portfolio Management Services. Our Portfolio Management Services range from full-blown active strategies, aimed at maximizing outperformance, to highly efficient indexing strategies. Choice of the strategy utilized for portfolio management is contingent on our client’s investment objectives. Our unique value proposition is our experience and emphasis placed on developing a suitable Investment Policy Statement (“IPS”) for our clients to determine the macro asset allocation. We are well cognizant of the fact that understanding the client’s Investment Objectives and Constraints is the key to a mutually beneficial and a long-lasting relationship with the client. Therefore a considerable time is taken out to develop an in-depth understanding of our client’s Investment Objectives and Constraints. Our relationship begins with a discovery process – an in-depth dialogue to identify all the factors surrounding and defining the client’s wealth. This includes the client’s short and long-term goals and concerns, the structure of his or her holdings, and the client’s exposure to – and tolerance for – risk. Following approach is utilized by us: -Developing insight into client’s measure of wealth and sources of wealth -Understanding the Client’s Investment Objectives and Constraints -Understanding Client’s long term and short term goals -Determining the Client’s Risk Tolerance and Unique Circumstances -Balancing the client’s risk and return objectives -Writing the detailed policy document of the client -Determining the appropriate asset allocation in light of the client’s long term and short term objectives -Continuously monitoring and updating the portfolio -Evaluating the portfolio performance after a regular time interval