Investments

With the vast number of financial options available today, how do you decide where to start? Brannan Investments of ACPI takes a look at you, your family, and your financial goals; and tailors solutions to match.

What will your money be used for – funding education, your dream vacation, a home renovation, your retirement or all of the above?

How long will you be investing – are you just starting out or getting close to retirement? How long will your retirement last?

Markets move up and down – how much volatility can you handle? Do you need a steady hand on the rudder when waters get choppy?

We can help you answer these questions and put together a plan that is right for you.

Portfolio Management

Individuals and families can benefit from the rigor and sophistication that typically characterize institutional portfolio management. Our approach to managing client assets is rooted in the following core strengths:

Deep understanding.

Before any money is invested for a client, the client's goals, tolerance for risk, and time horizon are determined. These factors are then measured against our extensive knowledge of investments. Only then is asset allocation and diversification considered.

Disciplined portfolio construction

Based on the specifics of each client's situation, exposure is provided to an appropriate mix of traditional and nontraditional assets. Diversification within each asset class – across sectors, industries, and countries – is also sought.

Rigorous oversight

When implementing a client's investment strategy, a stringent process is utilized to screen top money managers, selecting one who meets the objectives established for that client. Once the appropriate manager has been chosen, Cindy provides ongoing oversight and make changes as appropriate.

Selecting an Advisor

The financial advisor you choose not only will have access to intimate detailed information regarding your personal finances, but also will be the individual entrusted to manage your financial future. Make sure your advisor has:

Strong ethics

The integrity of your advisor is of the utmost importance. It is essential that you can be confident that your interests will always come first.

A global perspective

In an ever-changing global economy, your advisor needs to have the resources and expertise to identify investment opportunities both domestically and abroad.

Knowledge and experience

Managing your wealth is about much more than picking stocks or mutual funds; it requires an understanding of economics, corporate finance, asset valuation, and portfolio construction and management.

Industry recognition

While there are a number of reputable credentials in the financial industry, none are as rigorous or as widely respected as the Chartered Financial Analyst® designation.

The CFA Designation

The Benefits of Working with a Chartered Financial Analyst

Through its education, standard setting, and advocacy programs, CFA Institute sets the benchmark by which to measure the knowledge, integrity, and professionalism of an investment advisor. When you work with a CFA Institute charterholder, you benefit from:

Proven expertise

Anyone can call themselves a financial advisor. When you work with a CFA charterholder, you gain confidence that your advisor has achieved one of the highest distinctions, conferred upon a select group of rigorously trained professionals.

Strong global investment knowledge

Recognition of the CFA Program's globally relevant Candidate Body of Knowledge makes the CFA designation the mark of distinction for investment professionals worldwide.

Institutional-level investment credentials

CFA charterholders are highly prized by institutional money managers as investment analysts and strategists, pension fund managers, and mutual fund portfolio managers. Those who choose to manage private client portfolios bring those same institutional skills to individuals and families.

Learn more at cfainstitute.org