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Overview
Branson, Fowlkes & Company, Inc., (“BFCO”) was founded in 1990. BFCO is an SEC Registered Investment Advisor and provides personalized investment advisory services to affluent, high net worth, and ultra-high net worth individuals and families.
In many cases BFCO also provides services to pension and profit-sharing plans, trusts, estates, charitable organizations and small to medium sized businesses. As of December 31st, 2020 BFCO, manages approximately $300,382,379 in assets for approximately 175 clients. Approximately $261,156,107 is managed on a discretionary basis, and $39,226,272 is managed on a non-discretionary basis.
Advice is provided through consultation with the client and may include: determination of financial objectives, identification of financial problems, establishing risk volatility parameters, cash flow management, and tax planning.
This information is used to develop various investment strategies which include asset allocations and the selection and monitoring of securities (including open and closed end funds, mutual funds, and publicly traded stocks and bonds). BFCO has trademarked a multi-level approach to investment diversification called D3 The Power of Diversification™.
In addition to personalized investment advisory services BFCO may offer advisory services in other areas broadly referred to as Wealth Management or Financial Planning. Investment advice is an integral part of financial planning.
Other common areas included in Financial Planning include advising clients regarding cash flow, college planning, retirement planning, tax planning, insurance review, risk management, and estate planning.
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