Investment Management

It is our experience that most people invest not because they want to or because they find it to be particularly fun - especially this year.  The clients we work with invest because they have unique goals and dreams, both for themselves and their families and they realize that they cannot possibly “save” enough to support those dreams over the long term.  This is especially true for our clients who wish to retire someday.  

We build Simple. Elegant. Powerful. investment portfolios for individuals, families and institutions who understand that in order to achieve long-term financial security they can’t simply put their money in a savings account or hide it under a mattress.  Our clients know that the best way to turn their hard-earned income into lasting wealth is to invest. 

At Brenton Private Wealth Advisors we don’t do cookie cutter portfolios of stocks and bonds or believe that “buy and hold” is a winning strategy.  We custom build portfolios that bring together investment managers with different philosophies, strategies and processes and we give them the freedom to invest anywhere in the world they see opportunity.  We ignore benchmarks and the idea that “average” returns are good enough.  We do this with one objective in mind; outperform global markets on a risk-adjusted basis over both the medium and long-term, before AND after taxes.

Annual Fee for Custom Portfolio Management:

• 1.00% on the first $5,000,000
• 0.75% on the next $5,000,000
• 0.50% of value in excess of $10,000,000

To learn more about our Simple. Elegant. Powerful. approach to investment management or to schedule a complimentary review of your portfolio we encourage you to contact us today.