Brickell Financial Group LLC

Brickell Financial Group provides discretionary portfolio management, financial planning, pension consulting and related advisory services to individuals (including high‑net‑worth clients), pension plans and business entities. The firm also offers subscription research and publishes a free bilingual (English and Spanish) newsletter as part of its service offering and may direct clients to third‑party managers through Envestnet.

The firm works from a written Investment Policy Statement for each client and follows a three‑step process of data gathering, analysis and recommendation, with tailoring for individual objectives, risk tolerance and, where applicable, global asset exposure. Brickell employs multiple methods of analysis (fundamental, quantitative, technical and modern portfolio theory) and may implement strategies that use margin, short sales and options in client accounts.

Compared with similarly sized supported advisers, Brickell documents a notable focus on cross‑border and non‑U.S. clients — including procedures for gathering global assets and addressing non‑resident‑alien tax considerations — and maintains a bilingual newsletter for clients. Its use of borrowing and derivatives in client accounts and its explicit accommodation of non‑U.S. holdings are less common among peers and can increase the complexity and risks associated with client portfolios.