Investment Management

Protecting and growing your wealth!

The successful navigation of our financial affairs and the achievement of our financial goals is one of life’s greatest challenges.  Today we are bombarded with numerous choices, time constraints, and complications that can arise and throw us off course or, even worse, leave us stranded. 

Individuals who have worked hard to accumulate wealth should be able to enjoy that wealth—spending time pursuing those interests that are most rewarding.  Analyzing the markets, selecting the proper investments, and staying the course when times get tough can be extremely challenging.

NorthBrook Financial Group is an independent, fee-only investment advisory firm that specializes in the management of low-cost portfolios structured around tax-efficient passive investment strategies backed by a philosophy anchored in individual solutions and personal service.

We help you...

  • Clearly define your financial goals in terms of what they mean to you.
  • Determine your risk tolerance level--the point where you are indifferent with respect to portolio volatility.
  • Determine the time horizon and approximate cost of those financial goals you've deemed important.
  • Develop a customized investment portfolio tailored to meet those goals while reducing risk to the greatest extent possible.
  • Create a customized investment policy statement outlining the management process and thereby minimizing the liklihood of either party making impromptu investment decisions that are inconsistent with prudent investment management principles.
  • Prepare all paperwork necessary to open accounts, transfer accounts, and create systematic deposit/withdrawals.
  • Determine the cost basis of securities held in taxable accounts and keep track of this cost basis moving forward, as well as any taxable gains and losses.
  • Implement all transactions within the accounts and help facilitate the deposit/withdrawal process including required minimum distributions.
  • Maximize tax loss harvesting opportunities if they should arise.

You also get...

  • A rock-solid commitment to keeping investment costs low.
  • Systematic risk management rebalancing strategies that keep your portfolio in line with your objectives.
  • Safeguards that help insulate you from invesment fraud.
  • Ongoing monitoring of the portfolio so that it remains on target.
  • Coordination of all your accounts –individually held, employer based or both so that your entire portfolio is coordinated and going in the same direction.

 

If you'd like more information about our investment management services please complete this form to setup a Free Consultation.

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NorthBrook Financial Group
1010 Racquet Club Drive, Suite 104, Auburn, CA 95603
T: (530) 889-0400 F:  E: gary@northbrookllc.com
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