Who We Are
PanBridge Capital Advisory LLC is an independent, fee-only investment advisory firm providing non-discretionary advisory services.
We provide personalized investment guidance tailored to each client’s financial goals, portfolio structure, and risk considerations. Our approach is designed to help clients better understand their investment portfolios and make informed decisions.
PanBridge does not sell investment products, receive commissions, or take custody of client assets. Clients retain full authority over their accounts at all times.
As a fiduciary, PanBridge Capital Advisory is obligated to act in the best interests of clients.
Our Investment Philosophy
PanBridge Capital Advisory approaches portfolio analysis with an emphasis on diversification, asset allocation, and risk management.
The firm’s approach is informed by data-driven analysis, incorporating economic and market indicators to provide context for investment decision-making. This includes evaluating factors such as economic growth, interest rates, inflation, and broader market conditions.
This perspective provides context for understanding portfolio exposure and supports thoughtful discussions around diversification, concentration risk, and overall portfolio positioning.
The firm’s approach emphasizes disciplined portfolio construction and a long-term investment perspective, generally favoring diversified, cost-efficient investment strategies.
PanBridge provides non-discretionary advisory services. Clients are responsible for implementing any recommendations.
Founder
Tony Kimathi
Founder & Investment Adviser Representative
Master of Business Administration (MBA) — Texas A&M University–Corpus Christi
Bachelor of Science in Finance — University of Central Florida
Series 65 — Investment Adviser Representative
Tony founded PanBridge Capital Advisory to provide independent, personalized investment guidance centered on portfolio structure, diversification, and risk management.