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BRIGHTWORTH PROMOTES DON WILSON AND ANNIKA FERRIS TO PARTNER
Brightworth Director of Portfolio Management Don Wilson, CFP®, CFA, and Wealth Advisor Annika Ferris, CFP®, CLU®, CDFA™ have become Partners in Brightworth. |
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A sound investment strategy is the cornerstone of wealth accumulation and preservation. At Brightworth, we combine time-tested investment disciplines with customized, innovative planning. We build your investment strategy to manage the cash flow, risk, and time horizon of each particular portfolio.
Depending upon the size, structure and goals of your portfolio, we may employ separate stock and bond accounts, pooled vehicles such as mutual funds, and private investment strategies (including hedge funds and real estate). The core of this system, which we call our Global Investment Solution, is a customized portfolio of carefully selected investments designed to enhance wealth while protecting capital over the long term.
Brightworth uses independent money managers who specialize in the different components of your portfolio. These leading managers are evaluated, selected, and monitored using our Disciplined-Innovation™ process, which combines advanced quantitative and experienced qualitative methods. As independent advisors with strategic relationships among leading worldwide institutions, we have access to research from around the globe—and complete flexibility as to which products and resources are right for you at any given time.
Another key Brightworth Difference is that we are a team of disciplined learners—people who have achieved a variety of designations and are grounded in modern portfolio design, but continue to develop industry-leading approaches to dealing with evolving client needs, changing market pressures, and emerging economies. These key attributes help ensure you receive the financial advisement you need for today, along with capital preservation and growth over time for your portfolios.
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