White Brook Capital offers investment advice through separately managed accounts. They invest client portfolios according to model portfolios. White Brook offers three strategies: an index-like portfolio of S&P 500 companies excluding defense and vice industries, a portfolio of ETFs and single company stocks, and a small cap stock portfolio for qualified clients. White Brook has an ethical investing approach, excluding companies that profit from death, vice, or exploitation. They do not offer financial planning or tax advice.
Assets Under Management$24M
Clients24
Advisors1
Avg. per Client$1M
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
White Brook Capital offers three investment strategies with different fee structures:
- Small Cap Strategy: No management fee, but charges 20% of the annual increase in the portfolio's value (performance fee). This is only available to qualified investors.
- All Cap Strategy: Charges 1.25% per year of the portfolio's value.
- Ethical S&P 500 Strategy: Charges 0.45% per year of the portfolio's value.
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