Philosophy & Approach

Overbrook takes a long-term investment perspective. This long-term investment horizon ultimately allows our clients to participate in unique opportunities that develop over various time horizons.

Members of Overbrook’s Wealth Management Team work closely with our clients to develop a wealth management plan that is based on their financial and personal goals. In doing so, we determine an appropriate asset allocation tailored to our clients’ risk tolerance, time horizon and cash flow requirements. We continually monitor our clients’ portfolio and introduce new investment opportunities and strategies as investment objectives evolve.