Investment Managers

The investment managers play a critical role in the attorney fee program.  As you may have seen on the process page, our Investment manager partners work with the attorneys before their settlement is finalized to create a customized portfolio and Investment Policy Statement to govern their portfolio.
 
Currently, Brook-Hollow Financial has five partners that it works with as Investment Managers.

• Credit Suisse: A Balanced Portfolio. Credit Suisse specializes in balanced portfolios with different asset allocation models depending on risk tolerance.  The firm wide investment strategy is directed by the head of asset management at Credit Suisse and applied to all client portfolios.  It is a top down investment management approach.
• Goldman Sachs: The structured note specialist. Existing structured notes can be purchased with as little as $200,000.  With a minimum investment of $3M, GS can build a customized structure, designed for any risk tolerance with any index.
• RBC: Individualized portfolio construction with a fund approach. With a special focus on managing money for non-profits and foundations, this team understands and respects the importance of an investment policy statement.
• Brook Hollow Capital. A private investment in Brook Hollow Capital will take the form of a high yielding note.   This is an alternative investment and Brook Hollow Financial customers have a priority placement opportunity.

 
To find out more, contact Brook-Hollow Financial.