A complete list of active advisors currently associated with Brooks Investment Advisory Service
Warmer can help you find a great advisor at Brooks Investment Advisory Service or one who fits your needs even better.
The firm provides continuous investment management and portfolio management services to individuals, banks or thrift institutions, and trusts or estates, managing approximately $20.6 million in discretionary assets across 11 client accounts. Services cover selection and monitoring of listed equities, corporate and municipal debt, certificates of deposit, mutual funds and U.S. government securities. Investment decisions are made on a discretionary basis using both fundamental and technical analysis within a buy-and-hold approach that typically results in low portfolio turnover (securities held at least one year). The firm charges fees based on a percentage of assets under management and will accept written client restrictions on certain securities or types of investments. Noteworthy features include exclusive custody and trade execution through Altruist Financial, selected for platform and service attributes rather than lowest transaction cost, and a practice of preparing portfolio summaries and allocation charts at client-determined frequencies. The firm reports no disciplinary history and discloses that when the adviser trades the same securities personally, client orders are placed before the adviser’s trades to mitigate conflicts.
To learn more about the advisors currently working at Brooks Investment Advisory Service, 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 |
|---|---|---|
Seymour, IN
| 22
|
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