Welcome to Brightwork Partners LLC

We are a research-based consultancy focusing on product, service and distribution issues in retail and institutional financial services. Best known for our work among advisors, we support clients who distribute retail investment and retirement services products through non-proprietary advisor channels.

Our research is based on work among business owners; high net worth individuals; retail advisors; participants and former participants in qualified plans; plan sponsors; advisors who sell retirement services; and TPAs who administer retirement plans.

Our clients include most of the leading mutual fund companies, insurance companies and broker/dealers active in these product areas.

Combining research, consulting and industry backgrounds, principals Merl W. Baker and Ronald L. Bush bring unsurpassed experience and skill to multi-client research, custom research and consulting assignments.

Brightwork Partners LLC was founded in 1999. The firm is based in Stamford, Connecticut.