Philosophy

With significant wealth comes complexity and unique challenges. Broad Street Capital Advisors' mission is to work with our clients and their existing advisors to create and implement a comprehensive wealth management plan designed to preserve and enhance our clients' existing assets.

We avoid conflicts of interest by provideing objective conflict free advice for a fully disclosed fee and our primary business focus is investment and fiduciary consulting. Our ability to grow our business without the sale of financial products allows us to develop unbiased financial plans and strategies based on our clients' best interests—not the interests of particular fund management groups. Because Broad Street Capital Advisors is an independent firm, our clients have the freedom and choice to invest in the financial vehicles that are most appropriate for their complex financial situation.

Investment Philosophy

Broad Street's investment philosophy is built around an objective to enhance rather than create wealth. Consequently we have three objectives in descending order.

First investment objective is to protect principal.

Second investment objective is to significantly outperform inflation net of all fees.

Third investment objective is to achieve attractive returns relative to appropriate benchmarks and relative manager peer groups.

We are intent on beating indices and benchmarks. Every specialist money manager that we engage has been thoroughly scrutinized and is selected because we believe they are the organization most likely to consistently outperform their peers over a market cycle.