423.756.8628
Brooks, Moore & Associates, Inc. (BMA) is a registered investment advisory firm founded in 1986. We manage investment portfolios for individuals, trusts, retirement plans and charitable accounts.
BMA is a fee-only investment manager which means that the only compensation we receive is the management fee paid to us by our clients.
One of our strengths is understanding and quantifying client objectives with the purpose of building or transitioning a client’s portfolio to reflect those objectives. Every client is unique so each portfolio is tailored to meet the specific needs of that individual or organization.
We take a disciplined, long-term approach to the investment markets. The client’s objectives are combined with our investment experience to guide us through the investment process.
Our commitment to our clients is a confidential relationship based on the highest level of integrity. Our mandate is to always put our clients’ interests first in every aspect of our business.
Why Brooks, Moore & Associates?
1) Fiduciary
As a fiduciary, we place our clients' interests first in all that we do. We are held to the fiduciary standard by the U.S. Securities and Exchange Commission (SEC). It is our responsibility to provide fair and full disclosure of all material facts.
2) Transparent Fee Structure
BMA is a fee-only investment manager which means that the only compensation we receive is the management fee paid to us by our clients. We do not receive commissions from trading assets and we do not sell financial products or insurance.
3) Custom-Tailored Investment Portfolios
Each portfolio is custom-designed for each client in order to meet their needs. Every client is unique, therefore, every portfolio we manage is different.
4) Independent
BMA is manager-owned, utilizing a variety of custodians and brokers, therefore, we are not tied down to any particular financial institution. This allows us flexibility when it comes to making the best decisions for our clients.
5) Trustworthy / Confidential
Our mandate to our clients is a confidential relationship based on the highest level of integrity. Our goal is to develop lasting relationships founded on trust.