We believe that a comprehensive, goal-oriented investment plan is a cornerstone of successful investing.  Your financial advisor can work with you to develop, implement, and monitor your plan.

Investment Philosophy: Value

Clients: Individuals, Employee Benefit Plans, Foundations, Endowments, Corporations, and Taft Hartley

Year Founded: 1974

Investment Vehicles: Separate Accounts, Pooled Trusts, and Mutual Funds

Portfolio Types:

• Fixed Income Portfolios 
• U.S. Small Cap Value Equity (stocks of smaller U.S. companies)
• U.S. Value Equity (stocks of U.S. companies)

Portfolio Types Closed to New Clients*:

Click here to view additional information on Brandes Product Closures

• Emerging Markets Equity (stocks of companies in emerging countries)
• European Equity (stocks of companies in European countries)
• Global Balanced (mix of global stocks and bonds)
• Global Equity (stocks of U.S. and non-U.S. companies)
• Global Mid Cap Equity (stocks of mid-sized U.S. and non-U.S. companies)
• Global Small Cap Equity (stocks of smaller U.S. and non-U.S. companies)
• International Equity (stocks of non-U.S. companies)
• International Mid Cap Equity (stocks of mid-sized non-U.S. companies)
• International Small Cap Equity (stocks of smaller non-U.S. companies)
• U.S. Mid Cap Value Equity (stocks of mid-sized U.S. companies)

* Portfolios closed to new investors, additional funding may be allowed to specific limits.