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BR CONSULTING INC
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BR CONSULTING INC
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BR Consulting Inc is an owner operated registered investment advisor founded in 1986 as stan & Co. We are Chief Investment Officers, providing unbiased, integrated investment solutions for families of substantial wealth.
Our Partners represent widely diverse backgroundsâ € ” from financial analysis, to the law, to engineeringâ € ” but share a fundamental commitment to service, innovation and entrepreneurship.
Our professionals are accomplished individuals, who include 6 CPAs, 18 CFAs, 3 JDs and 14 post graduate degree recipients. Their industry experience ranges from 8 to 35 years, and their tenure at Veritable typically spans 8 to 27 years. Over the history of the firm, Veritable has experienced virtually no turnover of senior personnel.
Currently, we employ 80 professionals and staff. The three primary functional areas of our firm include chief investment officers, research analysts and trading, operations and technology specialists. The firm occupies a converted farmhouse on 25 acres in Chester County, Pennsylvania, near Philadelphia. And 40 High Road, Willesden, London, NW10 2DW. Great Britain.
Investment Policy Design
We begin our work by carefully documenting the clientsâ € ™ circumstances. This information is then synthesized into a comprehensive case study that highlights the clientsâ € ™ unique considerations. The case study eventually becomes the preamble to a written investment policy. It establishes objectives for income, growth and cash flow, identifies estate planning and charitable considerations, and provides an assessment of the familyâ € ™ s tolerance for risk.
Anda bisa mengklik "Info Perusahaan" dan "Hubungi Kami" untuk melihat isi dan informasi lain dari situs BR CONSULTING INC.
Our Partners represent widely diverse backgroundsâ € ” from financial analysis, to the law, to engineeringâ € ” but share a fundamental commitment to service, innovation and entrepreneurship.
Our professionals are accomplished individuals, who include 6 CPAs, 18 CFAs, 3 JDs and 14 post graduate degree recipients. Their industry experience ranges from 8 to 35 years, and their tenure at Veritable typically spans 8 to 27 years. Over the history of the firm, Veritable has experienced virtually no turnover of senior personnel.
Currently, we employ 80 professionals and staff. The three primary functional areas of our firm include chief investment officers, research analysts and trading, operations and technology specialists. The firm occupies a converted farmhouse on 25 acres in Chester County, Pennsylvania, near Philadelphia. And 40 High Road, Willesden, London, NW10 2DW. Great Britain.
Investment Policy Design
We begin our work by carefully documenting the clientsâ € ™ circumstances. This information is then synthesized into a comprehensive case study that highlights the clientsâ € ™ unique considerations. The case study eventually becomes the preamble to a written investment policy. It establishes objectives for income, growth and cash flow, identifies estate planning and charitable considerations, and provides an assessment of the familyâ € ™ s tolerance for risk.
Anda bisa mengklik "Info Perusahaan" dan "Hubungi Kami" untuk melihat isi dan informasi lain dari situs BR CONSULTING INC.
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