Brightwood Ventures,LLC is a Registered Investment Advisor firm, providing fee-only financial planning and wealth management services. Our goal is to provide comprehensive services that generate 3% excess returns over average individual or broker returns. We follow a disciplined investing framework focused on six key areas: Suitable Asset Allocation Cost Effective Investments (low expenses / high relative sharpe ratio) Rebalancing Behavioral Factors Asset Location (tax efficiency) Distribution Strategy
View Top Employees from Brightwood Ventures, LLC| Website | http://www.brightwoodventures.com |
| Employees | 2 (2 on RocketReach) |
| Address | 10260 SW Greenburg Rd Ste 400, Tigard, Oregon 97223, US |
| Phone | (503) 807-4302 |
| Technologies |
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| Industry | Financial Services, Finance General, Finance |
| Competitors | Clarity Capital Advisors, Constant Guidance Financial, Stockade Wealth Management |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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Brightwood Ventures, LLC Questions
2 people are employed at Brightwood Ventures, LLC.
Brightwood Ventures, LLC is based in Tigard, Oregon.
The NAICS codes for Brightwood Ventures, LLC are [523, 52393, 5239, 52].
The SIC codes for Brightwood Ventures, LLC are [62, 628].
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