It's not just your money. It's your life.

Value statement

With more than 50 years of combined investment experience, The Brierton Group advises individuals, institutions and businesses in developing a cohesive, comprehensive plan for accumulating, managing and protecting wealth. We pride ourselves on building long-term relationships based on knowledge, integrity, trust and mutual respect.
 

Core beliefs

  • Good financial planning starts by looking at the whole picture.
  • Each client has unique and special goals and circumstances, and should be treated as such.
  • Investment recommendations should be based solely on what’s best for the client.
  • Clients deserve regular, proactive communication from their financial advisors.
  • Superior service is not a motto, but a mandate.

Weekly email market updates

We send weekly market updates by e-mail with timely and actionably market information.  If you would like to receive weekly updates via e-mail please
click here.

Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

401(k) Plan reviews for employers

As a Plan Sponsor, when is the last time you benchmarked your 401(k) plan against other companies of the same size and the same industry as you?

Are you confident your retirement plan is up to par with the latest plan feature trends? Are your employees satisfied with it?

Here are three compelling reasons why a benchmarking review is in order:

  1. 401(k) plan design features have improved drastically compared to older plan designs.
  2. Costs of 401(k) plans have decreased due to the competitive marketplace and fee disclosure rules.
  3. As a fiduciary you have an obligation to regularly review and monitor your plan.
 
We welcome you to experience The Brierton Group difference for yourself. Contact us today to set up a meeting.

Meet the team

Learn more about The Brierton & Scholl Investment Group.

 

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Latest Insights

Man looking at financial data

The push and the pull of U.S. earnings

May 09, 2024 | Kelly Bogdanova

Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period.

Read more