Contact Us

Contact Us

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David Peartree, J.D. CFP® Portfolio Manager & Financial Advisor

Michael Restivo

585.344.1850

 
David Peartree, J.D. CFP® Portfolio Manager & Financial Advisor

David Peartree, J.D. CFP®

585.389.6197

Brighton Securities Capital Management (BSCM) is a fee-only service which offers professionally managed portfolios through Brighton Securities Corp. and advises clients across the spectrum of the investing lifecycle, with a focus on wealth accumulation and consolidation.

Our mission is to give our clients the confidence and discipline to stick with their investment plan, especially when their emotions may be urging them to do otherwise. Finding the appropriate balance between risk and expected returns is a unique conversation with each client.

As fiduciary advisors, our investment and planning advice meets the highest legal standards and serve the interests of the client first and foremost.

Our investment approach is built around the use of equities and exchange-traded funds (ETFs) designed to effectively capture market returns. Utilizing index-fund portfolios instead of those portfolios managed through active security selection or tactical timing strategies is well documented and been proven successful. Aiming for your optimal outcomes at a low cost fits squarely within our mandate to place the interests of our clients first.

 

Our evidenced-based approach to managing investments is supported by personalized financial planning advice and best-in-class client service.

We look forward to the opportunity to work with you. To learn how we can help you thrive, call our Rochester office today at 585.371.5400.

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