Our Strategy

The investment environment has changed. Today, a greater focus on risk management is required to navigate the turbulent financial markets.

Establish Realistic Client Expectations

  • Educate clients to understand risk/reward trade-offs inherent in investment strategies
  • Improve clients’ knowledge and confidence to make the necessary choices to earn higher returns

Deliver Strong and Consistent Investment Performance

  • Actively manage interest rate–sensitive securities
  • Perform independent research
  • Focus specific expertise to generate higher returns

Markets We Serve

Our sophisticated investors include astute clients throughout the Midwest.

  • Small to Medium-sized Institutions/Banks
  • Insurance Companies
  • Endowments
  • Corporations
  • Charitable Organizations
  • Individual Clients

The Competitive Advantage

As a specialty research boutique, Brookfield Investment Partners, LLC creates a competitive advantage for our clients by leveraging independent research on interest rate–sensitive securities into higher incremental performance.