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Bristlecone Value Partners' DNA

Like our firm’s namesake—the Bristlecone Pine—our investment philosophy is intended to weather even the toughest climates.  Successful investing requires a contrarian streak—a willingness to go against the grain.  Our investment decisions are driven by independent thinking and a solid foundation of research.

Company Culture Los Angeles, CA Bristlecone Value Partners, LLC

Company Culture


Priorities

We are fiduciaries.  Simply put, this means your interests come first, ahead of our own.  Learn more about the fiduciary standard. 

TRANSPARENCY

Bristlecone is a fee-only advisor.  We do not receive any hidden commissions, sales loads, or other type of compensation other than the advisory fee set forth in your investment management agreement.  Client assets are custodied at one of two independent broker-dealers (Charles Schwab or Fidelity) who provide online account access and monthly statements.


Personal Commitment


Ethics

Each Bristlecone portfolio manager holds the CFA charter and abides by the CFA Institute Code of Ethics, in addition to Bristlecone’s own compliance policies & procedures.

Communication

We are committed to regular, candid communications about our investment decisions.  Visit our blog or contact us today.

Co-Investment

We think of our clients as investment partners and are firm believers in eating our own cooking.  Bristlecone’s employees and their families have a significant proportion of their net worth invested in the same strategies as our clients.

Personal Commitment Los Angeles, CA Bristlecone Value Partners, LLC