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.

​

Please review our Firm Brochure (Form ADV Part 2A)

and Relationship Summary (Form CRS) for more information.