Design and Manage Global Investment Portfolios
As your investment portfolio is the cornerstone to building and preserving wealth for the long term, you need a sophisticated, objective and flexible approach to managing assets.
Our Global Investment Solution is a portfolio of carefully selected investments designed to enhance wealth while protecting capital over the long term.
Enterprise Level Solution: The firm’s best thinking and full research efforts are incorporated into each and every client’s investment portfolio. Specific needs are addressed through customization.
Open Architecture Platform: As an independent firm, we objectively choose investment offerings unconstrained by proprietary products or managers. This is a significant advantage to our clients.
Three Levels of Asset Allocation: Brightworth combines a long-term strategic allocation with tactical shifts and flexible managers. The result is an investment strategy with both a long-term disciplined perspective and the flexibility to take advantage of opportunities and manage risks in the near term.
Designing a Portfolio for Your Spending Policy: Many portfolios require distributions while also protecting and growing principal. The proper mix of liquidity, income-generating and growth-oriented investments to balance withdrawal needs is an integrated part of the Brightworth solution. We design a strategy to help you manage your cash flow, including optimizing withdrawals from your various investment accounts, trusts or IRAs.
Tax Efficient Transitions and Investing: Since it is the after-tax returns you get to keep, we develop an investment transition plan to efficiently consolidate your current portfolio in to the Brightworth Global Investment Solution. Our ongoing investment process takes into account the tax effect of the investment decisions and turnover in each portfolio to work toward the highest after-tax return.
Comprehensive Reporting: Knowing how your investments have performed over time can be a challenge. The Brightworth proprietary Performance Report provides understandable performance and accountability that clearly communicates how well your portfolios have done at the portfolio, asset class and individual manager levels.