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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.