A complete list of active advisors currently associated with Brentview investment Management, LLC

Warmer can help you find a great advisor at Brentview investment Management, LLC or one who fits your needs even better.

Brentview Investment Management provides discretionary separate‑account portfolio management primarily for high‑net‑worth individuals and also serves other types of clients, including investment companies and registered investment advisers through sub‑advisory arrangements. The firm makes its dividend‑growth strategies available on multiple wrap fee programs and TAMP platforms and charges advisory fees on a percentage‑of‑assets basis under its advisory agreements. The firm follows a bottom‑up, fundamentally driven Dividend Growth investment approach and offers distinct strategies—U.S. Dividend Growth, Select Dividend Growth (concentrated global), and International Dividend Growth—focused on dividend‑paying equities and REITs. Accounts are managed discretionarily with the ability for clients to impose reasonable restrictions, and portfolio implementation uses block trades and a formal trade‑rotation process while monitoring preferred weights and sector exposures. Brentview discloses predecessor performance and advertises third‑party ratings and performance results, a practice that is uncommon among its peers, and it maintains a 50% ownership interest in another SEC‑registered adviser (Charles Fish Investments). The firm is employee‑owned, MBE‑certified, operates with a small advisory team, and reports a substantial Unified Managed Account footprint (over $1 billion), reflecting a notable emphasis on managed account platforms rather than smaller retail individual clients.

To learn more about the advisors currently working at Brentview investment Management, LLC, 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.