David Peartree, J.D. CFP®
Brighton Securities Capital Management Inc. (BSCM) is a fee-only offering which advises clients across the spectrum of the investing lifecycle, with a focus on wealth accumulation and consolidation.
Our mission is to give our clients the confidence and discipline to stick with their investment plan, especially when their emotions may be urging them to do otherwise. Finding the appropriate balance between risk and expected returns is a unique conversation with each client.
As fiduciary advisors, our investment and planning advice meets the highest legal standards and serve the interests of the client first and foremost.
It is important to understand that Brighton Securities Capital Management does not sell investment products or receive any compensation for the investments we recommend.
Our investment approach is built around the use of index- based mutual funds and exchange-traded funds (ETFs) designed to effectively capture market returns. The ability of index-fund portfolios to outperform those portfolios managed through active security selection or tactical timing strategies is well documented and been proven successful. Aiming for superior investment outcomes at a low cost fits squarely within our mandate to place the interests of our clients first.
Our evidenced-based approach to managing investments is supported by personalized financial planning advice and best-in-class client service.
We look forward to the opportunity to work with you. To learn how we can help you thrive, call our Rochester office today at 585.371.5400.