The Brinkman & Sonder Group
Scottsdale Office
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Phone:
(480) 624-2366 Toll Free: (877) 792-7594 Fax: (480) 624-2309 msonder@rwbaird.com Contact Us |
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Robert W. Baird & Co. 14648 N Scottsdale Rd Suite 175 |
| Scottsdale, AZ 85254 |
| Map/Directions |
Our Practice
Recognize, Understand, Solve and Manage
At Brinkman & Sonder we work as a team, leveraging over 50 years of industry experience. We continually develop, monitor and supervise your financial state. All of our processes are geared toward supporting your goals and aspirations.
Because selecting successful investments is both an art and a science, our investment process is designed to take into account both the art (qualitative factors) and the science (quantitative factors). Here is what our process for identifying successful investments and ongoing due diligence looks like from a 30,000 foot perspective:
· Macroeconomic Assessment
· Proprietary Screening Model – Macro Level
· Daily Portfolio Metrics and Risk Evaluation
· Quarterly Investment Mosaic
· Proprietary Screening Model – Micro Level
· Investment Committee Approval
· Ongoing monitoring and re-evaluation
Ours is a continuous process, placing equal emphasis on investment selection as well as ongoing investment evaluation. As such, we feel it is critical to communicate with our clients through various vehicles, like our “daily notes” forum, for example.
Investment Solutions
Market Opportunities Portfolio
This strategy is built on the philosophy that market consensus is to be ideally anticipated, at a minimum avoided, and certainly never followed blindly. Through fundamental, technical and sentiment analysis, we seek to find the next “unseen obvious” as opportunities in various financial markets unfold. This portfolio is “non-diversified” and utilizes both value and growth investment styles, invests in securities of various market capitalizations and may hold some or all of the portfolio assets in short-term fixed income and cash equivalents.
Global Alpha – Long Portfolio
This strategy is a centered on an investment discipline that relies on time-tested fundamental and technical indicators, building a portfolio that can provide a reasonable expectation for an annual positive rate of return that can be compounded as a wealth creation tool. The aim is to minimize risk in order to increase the likelihood of positive returns.
Our investment philosophy is agnostic toward asset class, style and geographic location. By screening the available investable universe for short-term opportunities, Global Alpha aims to create positive returns over time, independent of the current economic landscape.
Balanced Growth & Income
This portfolio takes a measured long-term approach to providing premium risk-adjusted performance. The portfolio combines high quality bonds with consistent, growing dividend equities. The equity portion holds mostly large cap companies with a preference to U.S. markets. The approach starts with a traditional S&P sector model and uses over and underweighting as risks and returns present themselves in different capital areas. The portfolio aims to hold 20-30 equity positions and diversifies to form a very broad asset allocation.
Services
The Brinkman & Sonder Group is not a relative money manager. We deal in absolutes. Our clients can’t spend relative dollars. We are also not managers of other managers – that buck has been passed too often on Wall Street.
We attract clients that are not satisfied with asset allocation and diversification models that don’t align the manager with the client. Sophisticated investors want to see more work, more creativity and more critical thinking from their portfolio managers. Our solutions are custom and dynamic to changing lives. Accordingly, The Brinkman & Sonder Group constantly monitors progress to ensure that our clients’ investments, allocations, and Investment Policy Statements are consistent with their life changes.
Our Services Include:
· Business Services
· Retirement & Estate Transfer Planning
· Concentrated Stock Strategies
· Tax Management
· Charitable Giving
· Private Family Foundations
TODAY'S MARKETS
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BAIRD HIGHLIGHTS
- Baird Ranks No. 21 on FORTUNE’s 2012 100 Best Companies To Work For® List — a message from Paul Purcell, Baird Chairman, President & CEO.
- Baird 2011 Annual Report
Our Firm. Your Advantage. - 2012 Economic and Stock Market Outlook
- Baird Investment Digest
