DISCRETIONARY PORTFOLIO MANAGEMENT


Through Stifel's Solutions Program, Breton Bonnette, CFP®, CRPC®, manages assets on a risk-adjusted, discretionary basis using a pre-screened investment approach.  This enables him to quickly react to market conditions when implementing clients' investment strategies.  The result is customized investment management, with strategies tailored to their clients' specific needs and objectives.  He also has vast experience in analyzing and selecting other managers to help find and choose best-in-class additions.

Brenton  in office

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
The Solutions program requires a minimum investment, which varies by strategy, and has an annual asset-based fee, assessed quarterly, that covers costs, including
trade execution, custody, and performance reporting.  There may be other costs associated with the Stifel Solutions Program, including but not limited to: exchange fees, transfer fees, interest expense, trade surcharges, and closing costs. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. You should consider all terms and conditions before deciding whether the Solutions Program is appropriate for your needs. Investing involves risk, including the possible loss of principal.