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- Custom Portfolio Management— based on each client's investment goals and objectives, risk tolerance, and tax situation
- Asset Allocation—The most crucial aspect of an investment plan is the proper allocation of assets. Brookmont offers investments in four separate asset classes: Equities, Fixed Income, Short-Term Investments, and Real Estate (REITs).
- Dividends—During the past one hundred years, dividends have provided more than fifty-percent of the stock market's total return. However, quarterly dividends offer shareholders more than just a stream of income. Dividends are also an indication of a company's financial health. In the 1990's, investors ignored the latter attribute as accounting irregularities and dreams of overnight wealth replaced this basic market fundamental.
- Managed ETF Strategy—The Brookmont Managed ETF Strategy is a portfolio consisting of several Electronic Traded Funds that are allocated based upon a client's specific profile.
- Fixed Income Management—Brookmont Capital provides active and passively managed bond portfolios.
- Retirement Planning—Many retirees will outlive their money from being too conservative (or too aggressive) with their investments, underestimating their life span, or by suffering from a prolonged illness.
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