Broker Check

Our Investment Philosophy

At Boreman Norton Cook Wealth Partners, our investment philosophy is quite simple. We believe that both proper asset allocation and proper investment vehicle selection are the cornerstones to any efficient portfolio. This combination is what drives long-term risk adjusted value in our client portfolios.

Our portfolios are thematic and tactical in nature. This allows us the ability to be nimble and capitalize on opportunities in the marketplace. Being tactical also affords us the ability to reduce risk where it may be perceived. We are philosophically distinct in that we employ a disciplined approach to asset allocation, yet we are unconstrained in our investment universe. Our definition of value investing is seeking growth and income at current prices which we believe are dramatically discounted from their fair market value. Thus, we look for value on a global scale within all traditional and non-traditional asset classes. At times, while seeking value, we may encounter short term volatility. We view volatility as an opportunity to capitalize on short term inefficiencies in the marketplace which may benefit our portfolio in the long run.

BNCWP focuses heavily on risk management. Part of our risk management process is performing ongoing research and due diligence on all of our managers. In doing so, we have a qualitative and quantitative process that all our managers must meet before consideration in our portfolios. Our managers and portfolios are monitored on a daily basis.

Most importantly, we believe in full transparency. We align our investment interests alongside our clients. Boreman Norton Cook clients have full access to their portfolios, as well as the management team. We believe in the concept of total return. Thus, we seek out investment vehicles with the most efficient cost to our clients.

Boreman Norton Cook Wealth Partners clients gain access to a wide range of investment vehicles and services, including:

  • Stocks, Bonds, Mutual funds
  • Annuity Products (Fixed, Variable, Indexed)
  • Exchange Traded Funds (ETFs)
  • Real Estate Investment Trusts
  • Separately Managed Accounts
  • Institutional Money Management

Business / Corporate Services:

  • Cash Management Services
  • Executive Compensation Solutions
  • Business Succession Planning (buy/sell agreements- Key Man Coverage)
  • Retirement Plan Services (401(k), Pension, Individual IRA)


No strategy assures success or protects against loss. Investing involves risk including loss of principal. Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors