Wealth Management Built on Integrity and Experience

Our Mission Is to Provide Wealth Management Advice That
Maximizes a Client’s Probability of “success” in Meeting Their Goals

Your Trusted Financial Advisor for Over 37 Years

At Brol Capital Management, LLC, we understand the unique challenges that come with managing wealth. For more than 35 years, we have served as a trusted partner of corporate pension sponsors, foundations, individuals, and families, providing wealth and investment management guidance and solutions based on a thorough understanding of each client’s situation and goals.

Build Trusted Relationships

We bring proven expertise to every aspect of a client’s finance management—from accumulation and growth through preservation and distribution. By taking an objective and proactive approach that reflects each situation's nuances and complexities, we continue to build trusted relationships.

Experienced

Mr. Brol has experience across all aspects of the financial service industry, which has given him a better understanding of the challenges of managing wealth and constructing investment portfolios. His in-depth experience of how investment products are created, managed, and sold allows him to avoid the many inherent conflicts in the financial service industry. As a result, he is able to create cost effective and efficient financial plans and investment portfolios for his clients.

Factors to Consider when Selecting a Financial Advisor

The financial advisor you choose will have access to confidential detailed information regarding your personal finances and will be the individual entrusted to manage your financial future. Make sure your advisor has:

Strong Ethics. The integrity of your advisor is of the utmost importance. You can be confident that your interests will always come first.
A global perspective. In an ever-changing global economy, your advisor needs to have the resources and expertise to identify investment opportunities both domestically and abroad.
Knowledge and experience. Managing your wealth is about much more than picking stocks or mutual funds. It requires an understanding of economics, corporate finance, asset valuation, and portfolio construction and management.
Industry recognition. While there are several reputable credentials in the financial industry, none are as rigorous or as widely respected as the Chartered Financial Analyst® (CFA®) designation.

How is a CFA Charter Holder Different?

The CFA charter is awarded to a very select group of investment advisors who have:

Mastered a rigorous curriculum that requires hundreds of hours of study over at least three years and has passed three increasingly difficult examination levels.
Demonstrated their mastery and expertise in applying this knowledge across a broad range of investment-related subjects. Investors recognize the CFA designation as the definitive standard for measuring competence and integrity in the fields of portfolio management and investment analysis.
Committed to being held to the highest ethical standards in all dealings with investor clients.

Learn More

Contact Us

We look forward to the opportunity to explore how we at Brol Capital Management can assist you in meeting your long-term financial goals.

The next step is to set up a meeting where we can explore if working together will be beneficial. There is no obligation and all matters discussed are in strictest confidence.