Overview
Bristlecone's mission is to provide our clients with
thorough and objective investment advice and to
create a disciplined framework for making investment
decisions.
In achieving this mission, we recognize that no
single solution will adequately address each
client's investment needs. Instead, our approach
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 each
client's financial situation, including: cash flow,
taxes, estate planning, and charitable giving. The
end result is a personalized wealth management
strategy built on sound investment discipline.
Bristlecone's open architecture platform allows us
to recommend superior organizations with the most
compelling investment strategies. Our clients can be
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 to
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 and
private equity.
Simply put, we have the freedom to offer clients our
very best independent thinking along with the skills
to provide best execution on our recommendations.
