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.

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, commodities, inverse hedges, fixed income and cash and/or cash alternatives
  

• Selecting appropriate investment vehicles to utilize in the portfolio i.e. Exchange Traded Funds (ETF's), Individual Securities, commodity tracking ETF's, crypto tracking ETFs', inverse hedges, annuities, mutual funds or cash equivalents.

• Review the holdings 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.
• NOTE: **There will be periods during bear markets or other "event driven periods" in which may require deviations from the traditional asset allocation. We will communicate these periods to you so you understand why we may be holding larger cash positions or excluded certain asset classes for periods of time.
  
• Commission Free Investing
  
• Consolidated Account Reporting in one user interface
• 24/7 Online access to all of your accounts - updated daily
  

Brandywine Financial Group's Investment Planning Solution advantage is a more personalized, high-quality asset allocation designed with your unique Risk Tolerance and goals in mind.