Asset Monitoring/Investment Advisory Services

Many individuals prefer to manage their assets themselves. Often, however, they appreciate a "second look" to confirm they're on the right track or to provide advice if they have fallen off track of their long-term objectives. We provide non-discretionary asset monitoring services which incorporates a "second look" at your plan and portfolio. Our services can incorporate a review of your Investment Policy Statement, your Asset Allocation, your underlying investments and your long-term financial plan. We can provide this service comprehensively, covering all bases, or only those categories in which you are most concerned.  

Investment Policy Statement

Critical to long-term success of an investment fund is a well-designed investment policy statement. The policy statement will identify the return objectives, risk tolerance and unique goals or needs of the fund. It will also cover the asset allocation we believe provides the best prospects of achieving the fund’s long-term goals. Brighton advisors work closely with our clients to develop a thorough understanding of their objectives and design an investment policy statement which we believe provides the highest probability of success.

Asset Allocation

We believe the most important decision in investment management is asset allocation. This is the process of building a diversified portfolio by combining multiple asset classes in varying weights. Asset classes respond differently to different market conditions. Properly combining asset classes can build a well-diversified portfolio which provides the opportunity to meet your long-term objectives while maintaining volatility within your risk tolerance. Common asset classes include domestic and international equities, domestic and international fixed income, real estate, commodities and alternative strategies.

Strategy Selection

Selecting the right investment options contributes greatly to long-term success. Whether creating a line-up of options for a defined contribution plan or selecting options for an endowment or a foundation, Brighton advisors focus on selecting managers who meet our stringent criteria for inclusion in our portfolios. We emphasize experienced managers with sound investment processes and attractive long-term track records. Once our investment options are determined we will seek to implement the asset allocation using the most cost-effective vehicles available. We will consider open-end, closed-end mutual funds, exchange traded funds, commingled funds and separate accounts where available.

Our objective is always to preserve our client’s financial well-being with sound asset allocation, diversified investment options, implementation at reasonable fees and outstanding service.