How We Invest and Why
The Thinking Behind Every Brighton Jones Portfolio
Markets, forecasts, headlines, and performance all have their place. But they're not the reason a portfolio exists.
This guide explores a different starting point: your life. The goals you hope to achieve, the people you care about, the commitments you've made, and the choices you want the freedom to make.
This is the most comprehensive paper we've published on our investment philosophy. Through ten convictions that build off of one another, we explain not just how we build portfolios, but why we build them the way we do. Our hope is that by the end, you'll have a clearer framework for thinking about investing and a deeper understanding of the principles that guide our approach.
Meet Brighton Jones
Brighton Jones is a national wealth management firm with over $30 billion in assets under advisement. Our mission is about more than growing and protecting wealth—it’s about empowering our clients to thrive by aligning their time and money with their values, passions, and purpose. We’re proud to help more than 4,000 clients live their richer life every day.
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Testimonials were provided by current clients of Brighton Jones. The clients were not compensated, and no material conflicts of interest exist that would impact any of these testimonials. Client testimonials are not representative of the experiences of all Brighton Jones clients and do not provide guarantee of future performance or similar services.
Brighton Jones LLC (“Brighton Jones”) is an SEC-registered investment adviser located in Seattle, Washington. Brighton Jones and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Brighton Jones maintains clients. Brighton Jones may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.