Our Investment Process

Assessing Your Needs

Your Brotherton advisor will take you through a six-step process to define your goals and create your investment portfolio.

Creating Your Portfolio

We use a strategic and tactical asset allocation process where we design your portfolio using historical data, and future projections of market and economic conditions. Rather than solely relying on the past, we use qualitative and quantitative analysis to help identify market trends that are likely to persist into the future.  We then use predictive value analysis to help estimate asset class returns and returns of individual securities considered for your portfolio. This information allows us to design your portfolio with the optimal mix of securities, providing the highest possible expected return, for the least amount of expected risk.

Actively Managing Your Assests

Markets don’t tend to move in tandem. At any given time, one investment may be surging ahead while another may be lagging behind. The key is to maintain a properly diversified portfolio that continually reflects a combination of investments that will move the portfolio ahead as a whole. Brotherton actively manages portfolios in order to maintain the optimal mix of assets.

Monitoring Your Portfolio Mix

Brotherton Investment Consultants continually monitors your investments to maintain balance, efficiency and consistency in your portfolio. Through our asset monitoring process, we routinely check your portfolio against market and economic conditions to assure optimum performance.  Every quarter, we screen each of your securities and evaluate their porformance relative to their asset class. We adjust your portfolio mix when market conditions, your objectives, or the security screening process dictates a change.

Reporting Performance to Keep You Informed

Each quarter, Brotherton provides a detailed investment performance report showing your portfolio returns for the quarter and since the inception of your account. You will know how your assets have performed since the first day you invested with us. As part of the reporting process Brotherton also compares you portfolio’s performance to key market indexes and to your expected return objective.

Fees Are Based On the Assets We Manage

We feel that the best way to charge for our services is to make our fees directly related to the amount of assets we are managing for you. This fees system ensures that we are concerned not only with your initial investment, but also the growth of your overall portfolio.