Like our firm’s namesake—the Bristlecone Pine—our investment philosophy is intended to weather even the toughest climates. Successful investing requires a contrarian streak—a willingness to go against the grain. Our investment decisions are driven by independent thinking and a solid foundation of research.
We are fiduciaries. Simply put, this means your interests come first, ahead of our own. Learn more about the fiduciary standard.
Bristlecone is a fee-only advisor. We do not receive any hidden commissions, sales loads, or other type of compensation.
Our fee includes all our services: financial planning, investment management and behavioral coaching.
Client assets are custodied at one of two independent broker-dealers (Charles Schwab or Fidelity) who provide online account access and monthly statements.
Each Bristlecone portfolio manager holds the CFA charter and abides by the CFA Institute Code of Ethics and Standards of Professional Conduct, in addition to Bristlecone’s own Code of Ethics, compliance policies & procedures.
We are committed to regular, candid communications about our investment decisions. Visit our blog or contact us today.
We think of our clients as investment partners and are firm believers in eating our own cooking. Bristlecone’s employees and their families have a significant proportion of their net worth invested in the same strategies as our clients.