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.