The Begley Brown Investment Committee meets in March, June, September & December each year. It has the overall responsibility for the creation and management of the Begley Brown Wealth Management Service.
We will discuss market & economic conditions, be responsible for asset allocation and the creation of our model portfolios. We are not a discretionary manager, therefore if any changes are made to any of our portfolios we will have to get your written authorisation before any changes are made to an individual's portfolio.
INVESTMENT COMMITTEE MEMBERS
Chairman: Alastair Haddow, MA, IAC, MSI
Vice Chairman: Chris Brown, Director, Chartered Financial Planner
Member: Steve Begley, Director, Cert
Member: Lorraine Rennie, Senior Paraplanner