Brenton Point - Careers

INVESTMENT ADVISORY

  • INVESTMENT STRATEGY
  • INVESTMENT DUE DILIGENCE
  • INVESTMENT SOLUTIONS

Our independent advisory approach delivers a customized investment strategy utilizing both our proprietary research and investment management expertise combined with vetted investment managers.

Define

  • Investor Profile
  • Personal & Economic Needs
  • Financial Goals
  • Risk Levels
READ MORE

Develop

  • Customized Investment Plan
  • Portfolio Solutions
  • Strategic/Tactical Asset Allocations

Deliver

  • Ongoing Analysis of Financial Picture & Goal Assessment
  • Markets/Investment Advice & Guidance
  • Comprehensive Reporting & Transparency

  • Asset Class Research and Analysis

  • Equity and Fixed Income Research

  • Co-Investments

  • Private Investments

  • Asset Manager Research

  • Operational Due Diligence

  • Alternative Investments

  • Recommend asset allocation to meet your needs, risk profile and current economic conditions.

  • Allocating to direct investments in stocks, bonds, mutual funds, ETFs and other securities.

  • Diversify across sectors and geography.

  • Access, when appropriate, to external, institutional-quality managers.

  • Tax-sensitive investing (as appropriate).

  • Socially responsible investing (as requested).*

  • Access, when appropriate and requested, to alternative investments, such as:

    1. Real Assets
    2. Private Equity
    3. Hedge Funds
    4. Insurance
    5. Real Estate

*Socially responsible investing "(SRI) is an evolving mandate, therefore, may have broad interpretations among investors. Brenton Point relies on third party procedures to analyze and evaluate SRI metrics".
Asset_Allocation Sector_Exposure
*As defined by Brenton Point - others may define sectors differently.
Geographic_Exposure
*These pie charts are for illustrative purposes only - actual exposure may vary.

Define

Defining a client's needs is a key component and step in our advisory process. Each client is unique and requires comprehensive analyses in order to better understand how we can plan to achieve their financial needs and goals.
  • Comprehensive Planning
  • Investor Profile
  • Personal & Economic Needs
  • Financial Goals
  • Aspirational & Family Goals
  • Risk Levels
Brenton Point - Careers