Los Angeles, CA Office

Brentview Investment Management primarily serves high‑net‑worth individuals and a range of institutional clients, providing discretionary separate‑account portfolio management and related advisory services. The firm also acts as a sub‑advisor to other registered investment advisers and participates as a strategy provider in wrap‑fee programs and unified managed account arrangements.

The firm follows a bottom‑up, fundamentally driven Dividend Growth investment approach and offers three distinct strategies: Dividend Growth (U.S.-oriented), Select Dividend Growth (concentrated global dividend growth), and International Dividend Growth (developed markets outside the U.S.). Portfolios are managed on a discretionary basis with client‑specific guidelines permitted; typical account minimums are $1 million but may be waived.

Brentview is employee‑owned by three principals and is certified as a Minority Business Enterprise, and it holds a 50% ownership interest in Charles Fish Investments, an affiliated SEC‑registered adviser. Its distribution model is notable for the breadth of platform relationships — the Dividend Growth strategy is made available in numerous wrap programs (for example, LPL, Morgan Stanley, UBS) and on multiple TAMP/UMA platforms (for example, Envestnet, Fidelity) — a level of sub‑advisory and platform integration that is less common for firms of its size.