The integration of financial planning and investment management is a fundamental organizing principle at Brinton Eaton.

We spend a great deal of time getting to know all there is to know about your financial picture — what are your assets, liabilities, expenses, sources of income, tax situation, family circumstances, lifestyle and aspirations? After a thorough analysis, your Brinton Eaton team makes recommendations and suggests a portfolio that speaks to your objectives. Our integrated approach also allows us to focus on tax efficiency, as well as cost efficiency, to help you keep more of what you earn.

Because new events or market changes may occur, we revisit your long-term cash flow and investments on a regular basis, and continue to monitor your plan to ensure we stay on course.

• Personalized investment strategy determination and investment objective confirmation
• Disciplined investment processes - including sophisticated analytics and modeling, scientific asset allocation and portfolio rebalancing, and rigorous buy/sell protocol
• Primary/secondary research, security analysis
• Full discretionary trading authority - our sole method of operation
• Review of all your investments and savings, including retirement goals, real estate holdings, healthcare costs, income, taxes, insurance and trusts
• Continuous client visibility and communications via online account access
• Monthly custodian statements
• Supplemental quarterly performance reports and benchmarks prepared by Brinton Eaton for added transparency
• Sound strategies to tolerate market volatility
• Ongoing review of securities in your portfolio to manage risk on an ongoing basis
• Asset location for maximum tax-efficiency
• Opportunistic tax-loss harvesting

Your Brinton Eaton wealth management team makes appropriate investing possible, and a fact of life — your financial life. Brinton Eaton’s personalized financial planning gives you a strategy for all your needs, dreams and available resources.