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Springboard Asset Management
Springboard Asset Management was founded in 2010 by Charles, establishing a registered investment advisory practice in Cheshire. The firm operates on a...
Springboard Asset Management
Springboard Asset Management was founded in 2010 by Charles, establishing a registered investment advisory practice in Cheshire. The firm operates on a fee-only basis, a structural choice meant to minimize the conflicts inherent in commission-based brokerage models. Its client base spans individuals, trusts, and corporations. The firm's primary service is investment advisory, encompassing both financial planning and portfolio construction. Springboard does not publicly disclose its assets under management, specific portfolio holdings, or sector allocations, which is characteristic of a private RIA serving retail and trust clients directly. Its operational footprint remains centered on its single Connecticut office. The firm's website features commentary from Charles on the lessons learned over a career in wealth management. No additional offices, named professionals beyond Charles, or adjacent vehicles such as philanthropic foundations or operating businesses are identified in firm disclosures. Structurally, Springboard's differentiator is its fee-only posture. Unlike broker-dealers who earn commissions on product sales, a fee-only RIA is compensated directly by the client for advice, aligning the firm's economic incentive with the client's outcomes rather than transaction volume.
General information
Firm type
Bank / Wealth / Trust
Year founded
2010
Location
Region
North America
Country
United States
City
Cheshire
Corporate office
Cheshire, CT, United States
Principals
Charles
Frequently asked questions
Who runs investment decisions at Springboard Asset Management?
The firm identifies Charles as the lead professional explaining its philosophy, but does not disclose a formal investment committee or additional advisors (per the firm's website). In a practice of this structure, Charles likely serves as the primary advisor and decision-maker.
How does Springboard source its clients?
Springboard does not detail a specific sourcing model. As a fee-only RIA, typical client acquisition paths include personal networks, referrals from existing clients, and relationships with trusts and corporations, which align with its stated client base.
Is Springboard Asset Management a single-family office or a wealth manager?
Springboard is a registered investment advisor providing wealth management services to multiple external clients, not a single-family office. Its clientele includes individuals, trusts, and corporations (per the firm's website).
Does the firm utilize third-party investment products or proprietary strategies?
Springboard's investment strategy is not publicly detailed. As a fee-only RIA, it could construct portfolios using individual securities, third-party funds, or a combination; however, the firm's specific approach is not disclosed.
What is the firm's known posture on co-investments alongside external asset managers?
Springboard does not publicly describe any co-investment programs. Its disclosed services focus on financial planning and investment portfolio management for a retail and trust client base, where co-investment activity is atypical.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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