Working with Bristlecone
Each client is unique and the extent to which clients access our services depends on their goals, objectives, and personal circumstances. In general, however, clients retain Bristlecone for comprehensive family office management or for stand-alone investment management. In either capacity, we believe that we add economic value by effectively managing our clients' assets and that we simplify the complexities of managing wealth, thereby returning time and peace of mind to our clients.
Family Office Management
We ask our clients what they want to achieve— what are their goals and objectives? Then, together, we work with our clients to define a scope of services that meets their needs.
Investment Management
Similar to our family office services, we ask our clients what they want to achieve and we build investment portfolios designed specifically to meet their needs. Because every client is unique, every portfolio is different.
