Brandywine Financial Group offers a disciplined, comprehensive and objective process for developing and implementing an optimal asset management program. We provide strategic long-term investment guidance that reflects a thorough understanding of you and your family's financial and estate structure. A distinct advantage of developing a relationship with a member of our team is the alignment of your financial professional's interests with your own. Because your financial professional earns a fee based on the assets in your portfolio, he or she has a vested interest in helping your assets grow.
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The Process
Thorough Analysis of your current investment plan
Review Current Holdings
Costs Basis Accounting
Designing Your Investment Portfolio
Completion of our Risk Profile Questionnaire
Define your investment objectives and risk tolerance
Determine your time horizon, goals and attitudes towards
investing
Establish Investment Policy Statement
Set Asset Allocation Policy
Strategic Division of investments among, equities, fixed
income and cash
Implementation
Selecting appropriate investment vehicles to utilize in the
portfolio i.e. stocks, bonds, third-part money managers,
annuities, mutual funds or cash equivalents
Portfolio Rebalancing and Monitoring
Review the performance of your portfolio
Recommend changes that should be made or any other
important matters concerning the account
Making the necessary adjustments to correct portfolios
allocation to ensure that your
portfolio remains consistent
with your asset allocation policy
Access to institutional money managers & mutual funds
Consolidated performance reporting
Commission Free Investing
Online access to all of your accounts - updated daily
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Brandywine Financial Group's Investment Planning Solution advantage is a more personalized, high-quality asset allocation designed to deliver more consistent returns, lower volatility, and a greater chance of achieving your financial objectives.
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