We believe the first step of successful investment management is putting your interests before our own. Our client-first approach puts the focus where it should be-on you and your investment needs. Our goal isn't to achieve the impossible by picking the single best stock or predicting every market fluctuation. It's to ensure your satisfaction by helping you achieve your long-term financial goals. Our firm's approach reflects those values.
Brillion Investments Market Minder helps you do that by providing succinct and savvy thinking on global capital markets-surpassing the dry analysis and market hype typical of the financial press. Market Minder publishes unique perspectives on essential financial issues, discerning between useful and potentially misleading information.
At Brillion Investments our portfolio management techniques align with your individual needs. We take the time to understand your personal financial situation, long-term goals and investing objectives before making any recommendations.
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Our founders, designed the firm with one vision in mind: putting clients at the forefront and building an investment management firm to support long-term investment objectives.
We believe the first step of successful investment management is putting your interests before our own. Our client-first approach puts the focus where it should be—on you and your investment needs. Our goal isn’t to achieve the impossible by picking the single best stock or predicting every market fluctuation. It’s to ensure your satisfaction by helping you achieve your long-term financial goals. Our firm’s approach reflects those values. We believe this focus on putting investors first is why we’ve successfully managed portfolios for more than a decade and currently several private clients.
Learn more about Brillion Investments’ benefits, and how we can help you plan the investment strategy that’s right for you.
We believe you should know who’s in charge of your investments, and what makes them qualified to manage your life savings. Brillion Investments’ prides itself on having well-established, tenured leadership and a respectable track record over the past 10+ years
We don’t rest on our last victory. We never give up in the face of adversity. We continue to have the intellectual honesty and work ethic that enable us to challenge our own ideas and actions every day. We are wholly devoted to seeking something more for our clients, our business partners and ourselves.
We are committed to creating enduring value that means consistently striving to deliver superior risk-adjusted returns re-investing in our business to develop unique research, proprietary resources and infrastructure that give us a sustainable institutional edge. Thinking creatively about risk and constructing more robust portfolios.
Empowering the very best people to do the best work of their lives. We think ahead of the competition and derive previously unseen connections through a fusion of analysis and ingenuity. Finally, it means we adhere to the highest ethical standards. To create enduring value, we hold resolutely to our values. We must always share a common purpose with our investors.
If we grow, we must grow better. Asset growth must never be an end in itself. We measure success in our ability to create institutional advantages that benefit our clients. We will close funds to new money when we feel it will negatively impact performance. We will return capital if our edge erodes.
Every single thing we do is guided by our mission: To create enduring value through the belief that together we can always do better.
Brillion Investments manages money for some of the wealthiest Americans, but many of our clients view themselves as the "millionaires next door"—people who value professional investing expertise to guide their investment management strategy.
We believe capital markets are effective discounters of widely-known information. To be successful, investors must identify little-known information, and interpret widely-known information correctly and differently from the crowd.
Brillion Investments’ Market Minder helps you do that by providing succinct and savvy thinking on global capital markets—surpassing the dry analysis and market hype typical of the financial press. Market Minder publishes unique perspectives on essential financial issues, discerning between useful and potentially misleading information.
Brillion Investments’ Market Minder provides:
Get a glimpse into Brillion Investments' outlook for the period ahead. Written under the direction of the firm's Investment Policy Committee, our Stock Market Outlook provides in-depth analysis of market conditions, geopolitical issues, and current events impacting global financial markets.
In this quarterly report, we share our forecast on where we think stocks will head in the next 6-12 months and what drivers likely take them there
Managing money in retirement can be a daunting task and at Brillion Investment Group our goal is simple: help our clients reach their long-term financial goals. We provide retirement management services that put your interests first and foremost. We understand that your path to and through retirement is truly unique so we tailor retirement plans to meet your goals.
Our approach to retirement money management starts with aligning our strategy to where you are in your retirement planning cycle.
How do you ensure your investments will last throughout your retirement? It starts with an appropriate retirement money management plan, but lasts much longer—requiring regular review of your financial situation and goals, and the discipline to stick to your strategy.
While 401(k)s and IRAs are common investment products, there are important considerations you need to know such as how 401(k)s and IRAs differ, when is the right time to rollover a 401(k) and what are the IRA withdrawal rules and restrictions.
Brillion Investments’ portfolio management process puts the focus on you. Your retirement investing strategy should capture broader trends that drive market returns and align with your goals.
We developed a top-down portfolio management process to do this—applying Capital Markets Technology to a wide range of market drivers to formulate forecasts and develop portfolio themes.
But our portfolio management services don't end there. We continually monitor markets for changing trends and we review your goals and objectives to make sure they’re on track. Finally, service, communication, and education play ongoing roles in our relationship.
Our experienced analysts continuously monitor capital markets on a global scale—keeping an eye on market conditions, economic developments, and political issues. This information guides the portfolio management process in both identifying opportunities and recognizing risk factors. We summarize this information for clients through a variety of communications—keeping you apprised of our market thinking and what’s happening inside your portfolio.
Brillion Investments believes investing styles move in and out of favor over time. We maintain a flexible approach in our tactical portfolio management, adjusting the portfolio’s composition as our forward-looking views of the market evolve. The process starts by analyzing global macroeconomic, political and sentiment factors to determine key portfolio drivers. From there, we determine which countries and sectors should benefit most, and, finally, focus on stock selection.
Investors tend to have a favorable bias to their home country. This is certainly true for many Americans. But the US makes up only about half of global stock markets. Many of the best-run companies are located outside US borders, and no country’s stocks are permanently superior. Investing globally can help mitigate risk through diversification and can lead to opportunities others may miss. Our extensive research, resources and experience enable us to look for investment opportunities all over the world for you.
At Brillion Investments, we take the time to get to know each and every client. We start by helping you identify your time horizon, long-term goals, objectives and cash flow needs. Once this information is gathered, your dedicated Investment Counselor works with our Portfolio Evaluation Group (working under the guidance of the Investment Policy Committee) to provide you with a written portfolio analysis and personalized investment strategy recommendation. We recommend a long-term portfolio strategy we believe offers the best chance of meeting your goals and providing for your needs over time. From there, we regularly review your personal situation and keep you apprised of our changing views on capital markets and other important developments related to your portfolio.
Much like a tailor who alters the hem, sleeves, and collar of a suit to fit an individual's proportions, we take a variety of factors into account to create a portfolio tailored to your needs. Some of the factors we may consider when choosing the optimal long-term investment strategy and near-term portfolio tactics include:
As your circumstances change, your portfolio needs may too. Your personal Investment Counselor will regularly review your individual situation with you and keep you abreast of our views on capital markets and important developments related to your portfolio.
We believe Brillion Investments’ fees are often lower than other firms’. Why? Many asset managers charge commissions on products they sell in addition to management fees. Some, like annuity commissions, can be upwards of 10%! This creates huge conflicts of interests. Often, better and more affordable products exist, but commissioned financial professionals are incentivized to sell products providing higher returns for them.
Some firms base their fees on performance, claiming it encourages mutually successful investing. But performance-based fees may mean the manager chases short-term returns to maximize fee collections—and shuns proper risk management in the process. Others determine their fees by asset class, presuming bond management should be cheaper. Yet this can incentivize a manager to maintain more equity allocation, which may not be appropriate. Both scenarios ignore your personal financial situation and long-term goals. Finally, going totally low cost may seem appealing. But you get what you pay for—often a no-service, do-it-yourself approach. That’s fine if managing your life savings is your forte, you are always cool-headed and rational about markets, and your idea of a splendid retirement is research and management.
When comparing portfolio management services, remember fees misaligned with your interests can jeopardize your retirement goals. We believe a straightforward investment strategy with transparent fees based on the size of your assets is the best way to help clients. When we succeed, our clients succeed.
Many investors make hiring decisions based on historical performance. That’s a dangerous practice—we don’t think you should base your hiring decision purely on past returns. No manager can promise matching past returns, consistent out-performance, or investing without downside risk potential. Markets are forward looking, not backward, and you cannot buy past returns. Selling performance is Wall Street’s way of playing to your greed. We believe that isn’t in your best interests, so we don’t lead with it.
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