Company Overview
- Headquarters
- US
- Website
- brightwoodventures.com
- Employees
- 3
- Industry
- Financial Services
Financials & Stats
Revenue
$1B
Who is Brightwood Ventures
Brightwood Ventures, LLC is a small Registered Investment Advisor firm based in the United States. With three employees, the company generates approximately $0.5 million in annual revenue. Brightwood Ventures, LLC specializes in providing fee-only financial planning and wealth management services to individuals and families. The firm's core offering is a comprehensive suite of services designed to help clients achieve their financial goals. Their approach centers around generating excess returns – three percentage points above average individual or broker returns – through a disciplined investing framework. Brightwood Ventures, LLC's investment philosophy focuses on six key areas: suitable asset allocation, cost-effective investments with low expenses and high relative Sharpe ratios, rebalancing, consideration of behavioral factors, asset location for tax efficiency, and a well-defined distribution strategy. Interested parties can learn more about Brightwood Ventures, LLC and their services by visiting their website at brightwoodventures.com.
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