be assured that there is a team behind you to help you stay on the right financial track.

As our financial planning professionals get to know you, Brinton Eaton’s investment management team works to match your unique financial situation to a set of investments that will meet your needs now and in the future.  Our first responsibility is to protect your assets through expert downside risk management. We utilize statistical models to determine your risk tolerance, ensuring that your portfolio is optimized in accordance with your individual comfort level.  Brinton Eaton is a leader in investing portfolios with several layers of protection against heightened volatility and catastrophic market declines. Our chief investment officer Jerry Miccolis is nationally recognized for our portfolio protection or safety net methodologies, which help minimize downside risk and maximize potential for all of Brinton Eaton’s clients.   Our second, and no less important, responsibility is to help you increase your wealth. Our investment strategy is designed to utilize volatility as a growth tool, using scientific and time-tested techniques to help our client portfolios benefit from all the markets have to offer. We value transparency in everything we do, and make a concerted effort, through frequent client communications and educational materials, to keep our clients up to date on our wealth management philosophies and approaches. Learn more about our investment approach and our detailed strategy.  Read about our Investment Risk Management.