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Our Company

Branson, Fowlkes & Company, Inc., (“BFCO”) was founded in 1990. BFCO is an SEC Registered Investment Advisor and provides personalized investment advisory services to affluent, high net worth, and ultra-high net worth individuals and families. In many cases BFCO also provides services to pension and profit-sharing plans, trusts, estates, charitable organizations and small to medium sized businesses. As of December 31st, 2021 BFCO, manages approximately $344,938,015 in assets for approximately 173 clients. Approximately $299,946,100 is managed on a discretionary basis, and $44,991,915 is managed on a non-discretionary basis.

Advice is provided through consultation with the client and may include: determination of financial objectives, identification of financial problems, establishing risk volatility parameters, cash flow management, and tax planning. This information is used to develop various investment strategies which include asset allocations and the selection and monitoring of securities (including open and closed end funds, mutual funds, and publicly traded stocks and bonds). BFCO has trademarked a multi-level approach to investment diversification called D3 The Power of Diversification™.
In addition to personalized investment advisory services BFCO may offer advisory services in other areas broadly referred to as Wealth Management or Financial Planning. Investment advice is an integral part of financial planning. Other common areas included in Financial Planning include advising clients regarding cash flow, college planning, retirement planning, tax planning, insurance review, risk management, and estate planning.

Other professionals (e.g., lawyers, accountants, insurance agents, etc.) are engaged directly by the client, or sub-contracted, on an as-needed basis. Conflicts of interest will be disclosed to the client in the unlikely event they should occur.

The initial meeting, which may be by telephone, is free of charge and is considered an exploratory consultation to determine the extent to which financial planning and investment management may be beneficial to the client.

BFCO is affiliated with Branson, Fowlkes/Russell, Inc., (“BF/R”). BF/R is an SEC Registered Investment Advisor and was formed in 1991 specifically to enter into a contractual agreement with Frank Russell Company (“Russell”). Russell was a diversified financial services company which sponsors the Russell Indexes (Russell 1000, 2000, 2500, 3000, etc.) The purpose of the agreement between Russell and BF/R, amongst other things, was to allow clients of BF/R to have access to certain Private Mutual Funds, Private Trust Funds, Private Investment Partnerships often referred to as Hedge Funds and other Private Investment products. The investment management division of Russell was sold and now does business as Russell Investments. BF/R has the ability to invest in a global variety of, Russell and non-Russell sponsored, investment products on behalf of its clients.

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