We create value for our clients with:
Tailored asset allocations.
Developing strategic asset allocation is the heart of our investment process. After understanding your objectives, risk tolerance, and liquidity requirements, we devise an appropriate allocation. Brockenbrough clients have access to a wide range of investment types and classes including global equity, private equity, hedged equity, fixed income, and absolute strategies.
Access to uncommon investments.
Our network of investment managers and partners gives us access to exclusive opportunities and what we believe are cutting-edge investment vehicles led by world-class investment managers.
Intensive risk management.
We manage the risk-return balance for our clients by focusing on three major risk types:
Market risk
Our portfolio managers will diversify your investments across asset classes, geographies, and sectors. We will also continuously monitor your portfolio’s exposures and correlations and rebalance accordingly.
Investment risk
We manage investment risk by conducting initial and ongoing due diligence investigations into each investment and manager. We then study correlations between your portfolio’s various strategies.
Liquidity risk
Our team conducts detailed cash flow analyses to help you understand and meet your future cash needs. Through this ongoing process, we’re able to effectively manage risks to overall liquidity.