A complete list of active advisors currently associated with Brightwood Ventures, LLC
Warmer can help you find a great advisor at Brightwood Ventures, LLC or one who fits your needs even better.
Brightwood Ventures, LLC is a registered investment adviser that provides financial planning and wealth management to individuals, high-net-worth clients, and charitable organizations, including 501(c)(3) entities and donor-advised funds. Services include comprehensive financial plans (using cash-flow analysis and Monte Carlo simulation), investment implementation, and ongoing portfolio oversight for taxable and retirement accounts. Investment guidance is driven by an Investment Policy Statement and a set of five model portfolios with equity allocations typically between 30% and 70%, with periodic rebalancing and tactical adjustments based on market conditions. The firm uses a mix of low-cost index funds, active funds, and—where appropriate—individual stocks, and supplements core allocations with satellite strategies such as a Quality Stock Portfolio that ranks U.S. stocks using cash-flow yield and gross-profitability metrics. Compared with peers, Brightwood’s client roster explicitly includes charitable organizations and donor-advised funds, an offering that is uncommon among independent advisers. The firm also documents personal-trading safeguards (same-day priority rules and block-trading procedures), applies a research-driven satellite strategy grounded in academic work, and manages roughly $80.9 million in client assets.
To learn more about the advisors currently working at Brightwood Ventures, 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.
Name |
Location |
Years of experience |
|---|---|---|
Tigard, OR
| 13
|
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