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Win New Business by showing your value with Trowbridge's

Edge Evaluator 

We do all the work for you by creating customized and unique analysis to win new business.

Trowbridge's Edge Evaluator

 

Edge Evaluator is a free service that creates custom presentations that analyze a prospect's portfolio vs our models. We go beyond boiler plate analytical software to drive your messaging to win new business. 

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Our presentations win new business by analyzing:

  • How much risk is the client taking vs. their return?

  • Is their current return acceptable for the risk?

  • Is their current portfolio generating alpha?

  • Is their portfolio truly diversified?

  • Can the portfolio meet future liabilities?

  • Are there potential issues facing the portfolio based on the current Macro backdrop? 

 

Example 

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  1. This is an example of an advisor winning a $700,000 401k rollover from a Vanguard 2025 target date fund.

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Contact us about creating your custom presentation

GIPS® verified performance.

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  • TCP provides independent verification and transparency.

  • TCP worked with an independent consultant to ensure our GIPS policies, procedures and best practices are consistent with the standards.

  • Our GIPS policies and procedures can be seen in our performance tear sheets for further information.

Contact Us

 

400 East 58th Street

Suite 5D

New York, NY 10022

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Phone: 646.360.3574

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Legal:  ADV Part 2  CSR-ADV Part 3        Privacy Policy
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Trowbridge Capital Partners LLC. (“RIA Firm”) is an SEC registered investment adviser located in New York, New York. Trowbridge Capital Partners LLC. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Trowbridge Capital Partners LLC. web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Trowbridge Capital Partners, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Trowbridge Capital Partners LLC. solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Trowbridge Capital Partners LLC. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of RIA Firm Name, please contact the state securities regulators for those states in which Trowbridge Capital Partners LLC. maintains a registration filing. A copy of Trowbridge Capital Partners LLC. current written disclosure statement discussing Trowbridge Capital Partners LLC. business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Trowbridge Capital Partners LLC. upon written request. Trowbridge Capital Partners LLC. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Trowbridge Capital Partners LLC. web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

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