McGibbon Asset Management - Portfolio Planning And Professional Investment Services

McGibbon Asset Management (MAM) is a fee-based firm that is registered as an investment advisor under the Investment Act of 1940. The firm was founded in 1999 to help clients maximize the total return on their investments. The firm’s philosophy is to help preserve and grow capital in a manner that is consistent with our client’s objectives. McGibbon Asset Management adheres to a growth and valued-added approach. This requires both patience and discipline. Typically a broadly diversified list of common stocks, convertible securities, bonds and cash equivalents is used in structuring a portfolio. MAM uses a flexible asset mix that is based on customer’s needs, economic conditions and market risk/reward factors. It is the goal of the company to both control risk and grow the clients assets in a manner that is most consistent with stated objectives. Personal meetings set the stage for a mutually successful relationship. Clients personal and professional goals are carefully considered, objectives are understood and a strategy is defined. Each account is maintained separately and is continuously supervised.Quarterly reports provide an accurate profile of actual and relative performance. Fees are determined by the market value of assets under management and are payable quarterly in advance. McGibbon Asset Management’s analysis and research methods are based almost exclusively on traditional fundamental means.

Company Profiles: Brent McGibbon

Brent McGibbon In March of 1999 Brent ended a six year tenure with Charles Schwab as both a broker and an investment Specialist. During his tenure at Schwab Brent successful facilitated stock, bond and options trades for affluent individuals.

Brent graduated in 1990 from the University of Arizona with a Bachelor of Fine Arts in Media Arts. In 1999, he completed his MBA from the University of Phoenix. Professionally, Brent is a member of the Estate Planning Council of Southeast Denver. This Council is actively involved in pursuing public education regarding estate planning issues.