Brookmont Capital Management is a Registered Investment Advisor based in Dallas, Texas. Our basic philosophy is to provide our clients with superior service and tailored portfolio management. Our professionals average more than 20 years of experience in Retirement Planning, Trust Services, and Asset Management with a background in equity and fixed income securities.
Brookmont Capital's Three Areas of Focus
- Equity Portfolios
- The Brookmont Dividend Equity Strategy: A core Strategy of individual common stocks that provide above average dividend yields with the potential for long-term capital gains. The Strategy is not limited to a certain "style" or market capitalization. The Strategy was named a "Top Gun" Investment Manager for the First and Third Quarters of 2008 by Informais Investor Solutions.
- The Brookmont Managed ETF Strategy: An active approach to indexing the markets. The Strategy includes equity and fixed income Exchange Traded Funds that are allocated by a client's risk tolerance and time horizon. In conjunction with Barclays Global Investors, the Strategy invests in numerous iShares® and is actively managed by Brookmont Capital.
- Fixed Income Portfolios
Brookmont also provides professional fixed income management in taxable and tax-free securities. We purchase fixed income securities at institutional prices and work with several respected bond dealers across the country. Clients may direct Brookmont to actively trade a fixed income portfolio or construct a bond ladder that is based on high-quality securities with a "buy and hold" strategy.
- Client Services
Although Brookmont does not provide tax or legal advice, we will work with your
personal attorney and CPA to develop an investment plan that complements your
estate plan and tax strategy. Brookmont can also provide financial planning services
that includes an analysis of assets managed by the firm and outside portfolios.
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On May 17, 1792 twenty-four brokers met at 68 Wall Street and signed the Buttonwood Agreement that would eventually launch the New York Stock Exchange. At Brookmont Capital, we honor the Buttonwood tree and its contribution to our country's financial strength. |
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"No pessimist ever discovered the secret of the stars or sailed an uncharted land, or opened a new doorway for the human spirit"
Helen Keller |
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