Wealth Accumulation

Why do you invest? Retirement? Kids’ Education? Legacy?

It is our experience that most people invest not because they want to or because they find it to be particularly fun (especially over the past few years). The individuals and families we work with invest because they have unique goals and dreams, both for themselves and their families. They realize that they cannot possibly “save” enough to support those dreams over the long term. This is especially true if they wish to retire someday. We provide customized investment management solutions to individuals and families who understand that in order to achieve long-term financial security they can’t simply put their money in a savings account or hide it under a mattress. Our clients know that the best way to turn income into lasting wealth is to invest.

At Brenton Private Wealth Advisors we don’t do cookie cutter portfolios of stocks and bonds or believe that “buy and hold” is a winning strategy. We ignore benchmarks and the idea that “average” returns are good enough. We build portfolios that bring together institutional-caliber investment managers with different philosophies, strategies and processes and we give them the freedom to invest anywhere in the world they see opportunity. We do this with one objective in mind; outperform global markets on a risk adjusted basis over the intermediate and long-term, both before and after taxes. To find out more about our customized approach to investment management and how it can benefit you and your family, please click here.