Barnstone Advisors

Description

After earning his B.S. degree in Economics from Grinnell College and his M.B.A. from Emory University, Brint worked as a senior financial consultant with KPMG in Philadelphia, PA. From there, he spent 16 years operating and growing his privately owned firm, AutoPort North America, a leading provider of vehicle export services to major North American auto manufacturers and numerous overseas re-marketers. His tenure as CEO and major shareholder led to the successful sale of the company to a publicly-held (London-FTSE) Multinational holding company.

At Barnstone Advisors, we are here to help you envision and eventually reach your financial goals. Our services allow you to lead your life with a sense of confidence and freedom from the usual up and downs of financial insecurity that can accompany a “take it as it comes” approach to personal financial management. We specialize in integrated financial planning and investment solutions for business owners, entrepreneurs, self-employed professionals and other affluent clients.

We are constantly monitoring your portfolio and provide reports monitoring the progress of your investment program on a quarterly basis. We provide you with reports that address your portfolio performance based on the target allocation as compared to appropriate benchmarks, the needs, if any, for rebalancing or changes in target allocation, and whether the objectives outlined in the IPS are being met. We will help you understand why the performance results were achieved and to identify any adjustments that may need to be made.

Transparency is at the core of everything we do – from investment selection, to financial planning, to our client experience. We make sure to explain each step throughout the process and ensure you have an understanding of why we are making the recommendations. Transparency is critical to the growth and maintenance of our client relationships.

This information is collected strictly for the purpose of providing you better service and we strive to limit the collection and use of your information to only what is necessary. In connection with services you have requested, we may share your information, including your name, address, telephone number, social security number, income, assets, liabilities and investment experience with our affiliates or with outside vendors who have been hired to help us serve you better, provided that they are under a similar duty of confidentiality of information.

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