OUR MISSION
Provide high quality, personalized investment management and financial planning
solutions and services designed to meet our client's long-term financial goals within
their individual risk parameters. Each client's relationship will be personalized to meet
their specific needs and objectives and diligently monitored to continuously meet or
exceed the client's expectations.
OUR INVESTMENT PHILOSOPHY
We believe in a long-term, diversified approach to investment management. Special
attention is given to asset allocation and diversification, risk versus return scenarios,
tax impacts and maintenance of high-quality standards for all services, products and
their providers.
Our client portfolios are composed of a combination of third party investment
providers, mutual funds, stocks, bonds and other relevant investment vehicles. Each
portfolio is customized for each client depending upon their goals, preferences, risk
profiles and the market environment.
TEAM APPROACH TO FINANCIAL MANAGEMENT
In order to provide the highest level of proficiency and excellence to our clients,
services not performed by the Brentwood Advisory team are outsourced to specialized
providers. We then act as the team leader; working side by side with the client.
These professionals and service providers include, but are not limited to, CPAs, estate
attorneys and other legal advisers, banks, insurance companies and other
professionals, as required.
ADV PART II DISCLOSURE BROCHURE
Please see contact information below to request a current copy of our ADV Part II
Disclosure Brochure.
PRIVACY POLICY
Brentwood Advisory Group is committed to safeguarding the confidential information
of its clients We hold all personal information provided to our firm in the strictest
confidence. These records include all personal information that we collect from our
client in connection with any of the services provided by BA. We have never disclosed
information to non affiliated third parities, except as permitted by law. If we
anticipate a change in our firm policy, we will advise the client in advance.
Our clients and potential clients are citizens of the United States of America and
generally reside in the state of California.
CONTACT INFORMATION
For a complete copy of our ADV Part II Disclosure Brochure and/or our Privacy Policy,
please email your request to: cfishburn@brentwoodmgmt.com. Please include your
full name, address and telephone number.
If you prefer to contact us directly, our address is:
Brentwood Advisory Group, LLC
11812 San Vicente Blvd. Suite 200
Los Angeles, CA 90049
(310) 826-2261
(310) 820-5354 (Fax)
Provide high quality, personalized investment management and financial planning
solutions and services designed to meet our client's long-term financial goals within
their individual risk parameters. Each client's relationship will be personalized to meet
their specific needs and objectives and diligently monitored to continuously meet or
exceed the client's expectations.
OUR INVESTMENT PHILOSOPHY
We believe in a long-term, diversified approach to investment management. Special
attention is given to asset allocation and diversification, risk versus return scenarios,
tax impacts and maintenance of high-quality standards for all services, products and
their providers.
Our client portfolios are composed of a combination of third party investment
providers, mutual funds, stocks, bonds and other relevant investment vehicles. Each
portfolio is customized for each client depending upon their goals, preferences, risk
profiles and the market environment.
TEAM APPROACH TO FINANCIAL MANAGEMENT
In order to provide the highest level of proficiency and excellence to our clients,
services not performed by the Brentwood Advisory team are outsourced to specialized
providers. We then act as the team leader; working side by side with the client.
These professionals and service providers include, but are not limited to, CPAs, estate
attorneys and other legal advisers, banks, insurance companies and other
professionals, as required.
ADV PART II DISCLOSURE BROCHURE
Please see contact information below to request a current copy of our ADV Part II
Disclosure Brochure.
PRIVACY POLICY
Brentwood Advisory Group is committed to safeguarding the confidential information
of its clients We hold all personal information provided to our firm in the strictest
confidence. These records include all personal information that we collect from our
client in connection with any of the services provided by BA. We have never disclosed
information to non affiliated third parities, except as permitted by law. If we
anticipate a change in our firm policy, we will advise the client in advance.
Our clients and potential clients are citizens of the United States of America and
generally reside in the state of California.
CONTACT INFORMATION
For a complete copy of our ADV Part II Disclosure Brochure and/or our Privacy Policy,
please email your request to: cfishburn@brentwoodmgmt.com. Please include your
full name, address and telephone number.
If you prefer to contact us directly, our address is:
Brentwood Advisory Group, LLC
11812 San Vicente Blvd. Suite 200
Los Angeles, CA 90049
(310) 826-2261
(310) 820-5354 (Fax)
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Brentwood Advisory Group, LLC
Company Profile
| Copyright © 2008 Brentwood Advisory Group, LLC Disclaimer |
| 11812 San Vicente Blvd. Suite 200 Los Angeles, CA 90049 T (310) 826-2261 F (310) 820-5354 |