Case Study: Newbridge Wealth Management achieves robust portfolio stress‑testing and clearer client risk insights with HiddenLevers

Newbridge Wealth Management - Customer Case Study

Newbridge Wealth Management, led by Vincent Barbera, CFP, needed a reliable way to stress-test portfolio models, evaluate the impact of replacing securities or shifting asset allocations, and clearly quantify individual client portfolio risk. To meet these challenges they adopted HiddenLevers’ scenario-analysis software and participate in HiddenLevers’ monthly War Room webinars.

HiddenLevers delivered a continuously updated platform with scenario analysis and broad integrations that let Newbridge run model stress tests, assess allocation changes, and monitor client portfolios daily to keep risk profiles on target. As a result, Newbridge has relied on HiddenLevers for over a year as an “indispensable” tool—using daily monitoring and monthly webinars to better illustrate and manage portfolio risk for prospects and clients.

Newbridge Wealth Management

Vincent Barbera

Newbridge Wealth Management