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.