Bridgecreek Investment Management executes strategy, reaches $500 million in assets
Bridgecreek Investment Management, now in its 8th year of business, has become one of the fastest-growing independent advisors in the United States according to multiple sources. With 64 clients in Oklahoma, Texas, Kansas, and Missouri, the firm recently exceeded $500MM in assets under management. “When we started, our goal was to build a model focusing on investment management for high-net-worth families. However, as we have evolved, we have become a de facto family office for many of our clients. I think that is why we have seen a jump in referrals from estate-planning attorneys, accountants, and other professionals in the wealth-management industry. We know what we do well and try to stay laser-focused on investment returns, research, and client service,” commented Chuck Fuller, CEO.