Our investment management professionals will partner with you to create a customized investment strategy that reflects your personal financial objectives, risk tolerance, investment horizon, lifestyle requirements, cash flow needs, tax situation, investment constraints, and any other circumstances that might affect your current and future financial condition. In constructing the right investment strategy for you, we start with the following steps:
- An initial “lifetime cash flow projection” that identifies and evaluates all your assets, liabilities, income, and expenses — current and anticipated — to help determine the investment strategy best suited to meet your long-term goals and your true ability to tolerate risk.
- A scientifically-derived asset allocation based on your investment strategy and our proprietary modeling and analysis
How we protect our client portfolios from downside market risk is what differentiates Brinton Eaton from other investment firms. Click here to see what we are doing.