Throughout history, financial markets have created periods of uncertainty for investors. The rise and fall of the latest investment trends can change like the weather.

Just as the strength and stability of the ancient pyramids have stood the test of time for more than 5,000 years, our P3 Investment Process strives to provide confidence that your wealth management plan can weather any storm.

With its equilateral three-sided triangles, the pyramid has proven to be the most structurally stable shape in history. The Egyptians and Mayans understood the importance of its interlocking components, emanating from a strong base.

It inspired us to design our P3 Investment Process around the same elements – a sturdy base with vital interlocking elements. Our team members stand ready to apply more than 275 years of combined experience to build a well-designed path to your financial future.

The Brechnitz Group P3 Investment Process

Our proprietary P3 Investment Process helps us fulfill our mission for passionately helping to clarify your goals, conduct a personalized implementation of your customized plan, and monitor and refine your progress along the way.


icon

Monitoring your plan’s progress and adjusting it accordingly.

Change is part of life and must be considered in the management of your portfolio. We will inquire about your family and any life events that can alter your objectives and/or time horizon. We also give consideration to current market conditions, addressing the economic issues at hand and ascertaining the prudent, timely actions they necessitate.

Learn more
ABOUT OUR PRINCIPLES

icon

Implementing your personalized wealth plan.

We’ll assist in designing a plan based on your objectives, time horizon and risk tolerance, using Raymond James Freedom Portfolios, institutional money managers, and our proprietary CorePlus Model Portfolio. One of our distinguishing skills is our ability and commitment to manage fixed-income portfolios, which can help provide calm in the midst of market volatility.

icon

Passionately clarifying your goals and legacy.

Our team members stand ready to apply more than 275 years of combined experience to build a well-designed path to your financial future. We’ll listen carefully to your goals and concerns, using what you share with us to guide every decision we make. The better we know you and what you want to accomplish, the more we can help.

icon