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Disciplined Investing. Personalized for You.
Our Investment Approach.
Every client has different goals, circumstances, income needs, time horizons and attitudes toward risk. Our role is to bring those considerations together and build an investment strategy designed around you.
Quality. Diversification. Long-Term Perspective.
A Thoughtful Approach to Investing
We take a long-term approach to investing and believe portfolios should be built thoughtfully around a client’s objectives rather than in response to short-term market movements.
Investment decisions are made with the client’s broader financial picture in mind, including:
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Investment objectives
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Risk tolerance
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Time horizon
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Retirement goals
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Income requirements
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Existing assets
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Changing financial circumstances
The result is an investment strategy designed around the individual client.
Your Portfolio Should Reflect Your Circumstances
No Two Clients Are Exactly Alike.
Brick & Kyle individually customizes client portfolios.
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Age, risk tolerance, expected retirement timing and future income needs can all influence how a portfolio is constructed.
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A client preparing for retirement may require a different investment approach from someone who is still accumulating assets.
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Likewise, a retired client relying on portfolio income may have different priorities from someone investing primarily for long-term growth.
Our investment process is designed to account for those differences.
Building the Right Mix.
Three Core Investment Disciplines
Brick & Kyle manages portfolios using three principal investment strategies.
When the Role of the Portfolio Changes
From Accumulation to Income
For many Brick & Kyle clients, retirement changes what they need from their investments.
A portfolio that once focused primarily on long-term accumulation may eventually need to provide income while continuing to support future financial needs.
Brick & Kyle considers income generation an important part of portfolio management for retired clients.
Depending on the client’s circumstances, portfolios may include dividend-paying equities and fixed income investments designed to support both principal and income objectives over time.
Added Separation and Transparency
Your Assets Are Held by an Independent Custodian.
Independent custody provides separation between the advisor managing the portfolio and the institution holding client assets, while also providing clients with direct account reporting.
Start With Your Goals
The Right Investment Strategy Begins With Understanding You.
Whether you are preparing for retirement, already retired or simply reviewing your current investment approach, the first step is understanding what you need your portfolio to accomplish.
We welcome the opportunity to learn more about your goals.