News

Schwab has recognized Bristlecone Advisors as the recipient of its 2009 Best-in-Tech Award, part of its IMPACT Awards(R) program to recognize excellence in the business of independent financial advice. The Best-in-Tech Award recognizes an independent investment advisory firm that serves as a model of success in applying technology to extend the reach, responsiveness and growth of its business.

Recognizing the critical role that technology can play in efficiently serving complex, ultra-affluent clients, Bristlecone Advisors created Aristata, a practice management system that combines six core applications crucial to advisory firms: customer relationship management (CRM), investments, family office management, document management, search, and client reporting. What makes Aristata unique is its ability to integrate these applications on a single platform designed specifically for family and multi-family offices.

Click here for the press release.

Click here for Bristlecone Advisor's IMPACT Awards profile.

Click here for the video.

Matt Talbot speaks on the" SUSTAINABLE RETURNS: RESPONSIBLE INVESTING AS A DRIVER OF LONG TERM VALUE FOR INSTITUTIONAL INVESTORS” panel at the Investment Trends Summit conference held in Santa Barbara, CA on September 23-25, 2009. Sponsored by Opal Financial Group and designated as a Platinum Series Event, the summit is designed to meet the specific needs of sophisticated institutional and high net worth investors who prefer smaller, more structured programs. The event serves as an educational forum focused on closely examining and analyzing the global investment trends of the future, as well as exploring ways to implement these strategies in particular investment plans.

Keith Vernon spoke at the 2009 Family Office Exchange "Financial Executives Forum", held in Orlando on February 4, 2009. Family Office Exchange (FOX) serves as a resource for families of exceptional wealth to help develop their understanding of wealth management issues and guide their selection of strategic advisors. Keith spoke on integrating best practices for technology, information management, and business processes.

Keith Vernon spoke at the 2008 Marcus Evans "Private Wealth Management Summit", held in West Palm Beach on December 11, 2008. Keith spoke on tackling the challenge of information management in the family office.

Matt Talbot spoke on the institutional limited partner panel at the Northwest Hedge Fund Society event entitled "Capital Raising" held in Seattle, WA on February 28, 2008.

Matt Talbot spoke on the Fund of Funds, "Separating the Wheat from the Chaff" panel at the Alternative Investing Summit East conference held in Lansdowne, VA on April 15-17, 2007. Sponsored by Opal Financial Group, the event is designed to bring together institutional investors, family offices, fund of funds, and hedge funds, as well as asset managers and service providers to explore the roles of alternative opportunities and strategies in an educational environment. Participants and delegates examine a range of evolving and traditional alternative investment styles and strategies aimed at finding the optimal blend of alternative and traditional portfolios. Specific conference topics include: hedge fund styles and strategies, the use of fund of funds, the search for alpha, how to benchmark these strategies, using other asset classes such as private equity, fixed income or real estate as absolute return strategies, and more.

Matt Talbot spoke on the Chief Investment Officer (CIO) & Plan Sponsor Panel at the National Association of Real Estate Investment Managers (NAREIM) conference held in Phoenix, AZ on March 6-7, 2007. NAREIM's members represent both domestic and foreign capital, and include real estate advisors, financial institutions, REITs, opportunity funds, and private investors. NAREIM members in aggregate, manage over $320 Billion in Real Estate Assets.

Bristlecone Advisors' technology featured in September 2005 issue of Bloomberg Wealth Manager.

Fanning Out
By Ed McCarthy
When he couldn't find multifamily-office software he liked, Keith Vernon at Bristlecone Advisors built his own.

© 2005 Bloomberg L.P. All rights reserved. Reprinted with permission.

Keith Vernon speaks at the 2005 Family Office Exchange "Financial Executives Forum", held in Chicago on July 19, 2005. Family Office Exchange (FOX) serves as a resource for families of exceptional wealth to help develop their understanding of wealth management issues and guide their selection of strategic advisors. Keith spoke on developing and implementing Aristata, an information management system created to improve the efficiency and effectiveness of family office operations.

Matt Talbot speaks on the Chief Investment Officer (CIO) & Plan Sponsor Panel at the National Association of Real Estate Investment Managers (NAREIM) conference held in Boston, MA on April 11-12, 2005. NAREIM's members represent both domestic and foreign capital, and include real estate advisors, financial institutions, REITs, opportunity funds, and private investors. NAREIM members in aggregate, manage $320 Billion in Real Estate Assets.

Keith Vernon speaks at the 8th Annual Milken Institute Global Conference, held in Los Angeles on April 19, 2005. The Milken Institute Global Conference brings together some of the world’s most extraordinary thinkers and decision makers for three days of intensive discussions on a wide range of economic, business, public policy and social issues. Keith is speaking on the panel sponsored by Bloomberg titled, "Do you have the right Family Office structure?"

Matt Talbot speaks at the Northwest Hedge Fund Society event entitled "Risk Management: From the Manager's Perspective vs the Investor's Perspective" held in Seattle, WA on February 9, 2005.