Our Investment Process

At Brookhaven Wealth Management, we pride ourselves in offering investors a multitude of ways to invest their portfolio.  Investors have different preferences, values, and biases.  Its important to learn about them through a candid conversation.  By understanding them, along with obtaining and understanding their risk capacity and risk preferences we can recommend a portfolio that is most aligned with a client's expectations and serves their best interest in helping them toward their long term goals.

In addition to offering 3 different styles of investment models (Strategic, Tactical, and Dynamic) and different portfolios within each style targeting a clients risk tolerance (Conservative, Moderate, Growth, and Aggressive Growth), we also offer a Global Equity (all stock) portfolio and custom portfolios utilizing 3rd party investment managers.

Overlaying all of our investment decisions is a global macro risk management process that helps us to adjust our allocation to various assets classes, styles, and factor exposures within our client's portfolios.  We do this by incorporating independent research from several firms around the world that provide us with data and recommendations to guide our process.  This key piece to our portfolio management is critical in our opinion to long term success in helping our clients work toward achieving their goals. 

If you'd like to learn more about our process or how we may invest your money please contact us.  Our contact information and online calendar is linked below at the bottom of this page.