Investment Philosophy

Our portfolio construction process is grounded in Nobel Prize-winning research in both traditional and behavioral finance.

Brighton Jones portfolios are customized for each client to help you maximize the probability of achieving your goals. For the individuals and families we work with, those goals may include increasing return potential, reducing volatility, funding important life milestones, methodically diversifying single stock exposure, transferring wealth to future generations, aligning your personal values with your investments, or striking an appropriate balance across several competing goals.

Our portfolio construction process is grounded in Nobel Prize-winning research in both traditional and behavioral finance. Research in traditional finance has long established the importance of diversifying among and within asset classes while minimizing frictional costs, such as taxes, commissions, and management fees. Research in behavioral finance teaches us to be aware of and overcome the many psychological biases that can stand in the way of making the right decisions when the stakes are high, which has been crucial in helping individuals and families protect their wealth through the many crises the world has faced since our founding.

In working with Brighton Jones, you will gain access to the best thinking of our seasoned team of in-house experts in public and private markets along with institutional-quality investment opportunities.