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WORKING WITH US | How We Invest Your Money
Once we thoroughly understand your goals and how you would like to grow and/or
protect your life savings, we apply a diligent investment process.
The following beliefs provide high-level framework for how we design investment
portfolios.
We believe:
Following these beliefs as our foundation, we manage portfolios that:
Once we thoroughly understand your goals and how you would like to grow and/or
protect your life savings, we apply a diligent investment process.
The following beliefs provide high-level framework for how we design investment
portfolios.
We believe:
- A mix of passive investments (index funds, ETFs and individual stocks or
bonds) and active investments (professionally managed mutual funds) provide
the best combination of cost-efficient investing and risk/return balance. - Globally balanced asset allocation is the best tool to improve returns while
reducing fluctuation of outcomes. Effectively combining investments in different
types of stocks and bonds can improve investment performance and lower risk. - Diversification within each asset class is important. It enables more consistent
performance rather than the experience of heightened risk at market peaks
and elevated anxiety amid market corrections.
Following these beliefs as our foundation, we manage portfolios that:
- align with your goals
- start with an inexpensive layer that covers investment opportunities around
the globe - build around the globally diverse core with investments expected to capture
as much of up markets and as little of down markets as possible given each
individual's personalized investment strategy - are liquid and flexible to adapt to changing circumstances of clients and
markets
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TACOMA 2112 North 30th Street, Suite B | Tacoma, WA 98403
FRIDAY HARBOR 255 Harrison Street | PO Box 2965 | Friday Harbor, WA 98250
253.534.8888 info@BHJadvisors.com
FRIDAY HARBOR 255 Harrison Street | PO Box 2965 | Friday Harbor, WA 98250
253.534.8888 info@BHJadvisors.com
Brooks, Hughes & Jones, Inc. (BH&J) is a Washington state Registered Investment Adviser. BH&J and its representatives are in compliance with the current registration and notice
filing requirements imposed upon Registered Investment Advisers by the SEC and the states in which BH&J maintains clients.
BH&J's electronic communications via email newsletters, blog posts and its web site are limited to the dissemination of general information regarding its investment advisory services,
educational information or viewpoints. Published content should not be construed by any consumer and/or prospective client as personalized investment advice or a solicitation for
securities transactions. Individual clients investment strategies differ based on a variety of factors. Any subsequent, direct communication by BH&J representatives with a prospective
client regarding financial planning or investment advice shall be conducted by a partner that is registered, or exempt from registration, in the state where the prospective client resides.
Past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed here will come to fruition.
For regulatory information pertaining to the registration status of BH&J, please see Form ADV Part II.
BH&J does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether
linked to BH&J's web site or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only.
filing requirements imposed upon Registered Investment Advisers by the SEC and the states in which BH&J maintains clients.
BH&J's electronic communications via email newsletters, blog posts and its web site are limited to the dissemination of general information regarding its investment advisory services,
educational information or viewpoints. Published content should not be construed by any consumer and/or prospective client as personalized investment advice or a solicitation for
securities transactions. Individual clients investment strategies differ based on a variety of factors. Any subsequent, direct communication by BH&J representatives with a prospective
client regarding financial planning or investment advice shall be conducted by a partner that is registered, or exempt from registration, in the state where the prospective client resides.
Past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed here will come to fruition.
For regulatory information pertaining to the registration status of BH&J, please see Form ADV Part II.
BH&J does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether
linked to BH&J's web site or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only.