A complete list of active advisors currently associated with Brennan Asset Management
Warmer can help you find a great advisor at Brennan Asset Management or one who fits your needs even better.
Brennan Asset Management is a small, independent advisory firm operated by a single advisor that provides discretionary portfolio management to individuals, high‑net‑worth clients, corporations, institutions, and charitable organizations, and also serves pooled investment vehicle clients. The firm offers ongoing investment supervisory services and prepares an investment policy statement for each client to align portfolios with their goals, tax considerations, risk tolerance, and time horizon. The firm employs a bottom‑up, fundamental value approach that typically results in concentrated portfolios (generally 10–25 holdings) and a long‑term, low‑turnover orientation while retaining the ability to use short sales, margin, and options in certain circumstances. Research sources include quantitative screens, industry contacts, press and research reports, and direct company engagement, and the advisor generally requires written discretionary authority to implement client-specific plans. Distinctive aspects include acting as an adviser and general partner/managing member to private pooled funds — including a vehicle formed to invest in a single European company and a pooled vehicle holding securities of a life‑settlement company — and managing both pooled vehicles and individual client accounts concurrently. The firm also accepts performance‑based compensation for qualified investors and discloses potential conflicts of interest (for example, board service related to an issuer held by a fund and clients potentially holding the same securities as the funds), with procedures and disclosures intended to address those conflicts.
To learn more about the advisors currently working at Brennan Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Napa, CA
| 12
|
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