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.