Bristlecone Advisors provides clients with thorough and objective investment advice and creates a disciplined framework for making investment decisions.
We recognize that no single solution will adequately address each client's investment needs. As a result, we employ an approach that merges client-specific preferences with core tenets of modern financial theory, such as diversification and adherence to a long-term perspective. In building an investment plan, our analysis is thorough, and we incorporate all aspects of our clients' financial situation including cash flow, taxes, estate planning, and charitable giving. The end result is a personalized wealth strategy built on sound investment discipline.
Bristlecone Advisors' open architecture platform allows us to recommend the most compelling investment strategies, from our equity and fixed income investment portfolios, developed in-house, to our extensive offerings of top-performing fund managers. Our clients are assured of complete objectivity in our approach, as we do not accept any type of fee sharing, soft dollars, commissions, or other incentives from third parties.
The experience of our investment specialists is extensive at all stages of the investment process – from strategy development to evaluation and implementation. In addition to bringing strong expertise in traditional asset classes, we have significant experience evaluating and investing in nontraditional investments such as hedge funds, private equity, and mission-aligned ("impact") investments.
Simply put, we have the freedom to offer our very best independent thinking along with the skills to provide the best execution on our recommendations.