Your Brotherton advisor will take you through a six-step process that is designed to help define your goals and outline parameters for creating and managing your investment portfolio.

Step 1:	Determine Your Goals and Risk Tolerance
Step 2:	Draft Your Investment Policy Statement
Step 3:	Set Your Asset Class Boundaries
Step 4:	Screen Universe of Potential Investments
Step 5:	Apply Our Modified Asset Allocation Process to Create Your Optimal Portfolio
Step 6:	Monitor Your Portfolio and Make Changes to Suit Market Conditions or Your Needs

We use a Modified Asset Allocation Process which allows us to design your portfolio using not only historical data, but also future projections of market and economic conditions. Rather than solely relying on the past, we use qualitative and quantitative analysis to help identify market trends that are likely to persist into the future. We then use predictive value analysis to help estimate asset class returns and returns of individual securities considered for your portfolio. This information allows us to design your portfolio with the optimum balance of securities, providing the highest possible expected return, for the least amount of expected risk.

Markets don’t tend to move in tandem. At any given time, one investment may be surging ahead while another may be lagging behind. The key is to maintain a properly diversified portfolio that continually reflects a combination of investments that will move the portfolio ahead as a whole. Brotherton actively manages portfolios in order to maintain the optimal mix of assets.

Brotherton continually monitors your investments to maintain balance, efficiency and consistency in your portfolio. Through our asset monitoring process, we routinely check your portfolio against market and economic conditions to assure optimum performance. Additionally, every quarter, each of your securities is screened and evaluated relative to their asset class. We then adjust your portfolio when market conditions, your objectives or the security screening process dictates a change is necessary.

Each quarter, Brotherton provides a detailed investment performance report showing your portfolio returns for the quarter and since the inception of your account. You will know how your assets have performed since the first day you invested with us. As part of the reporting process Brotherton also compares you portfolio’s performance to key market indexes and to your expected return objective.

Click here to request a sample client investment performance report.

We feel that the best way to charge for our services is to make our fees directly related to the amount of assets we are managing for you. This fees system ensures that we are concerned not only with your initial investment, but also the growth of your overall portfolio.

Click here to request a fee schedule for investment advisory services.