Brookmont Capital Management

Brookmont Capital Management provides discretionary and non‑discretionary portfolio management to individuals, high‑net‑worth families, institutions, foundations, registered investment advisers, and registered investment companies. The firm also makes its strategies available on a sub‑advisory basis to independent RIAs and participates in wrap‑fee programs and other pooled arrangements.

Brookmont’s investment approach emphasizes value‑oriented, dividend‑yielding equities selected for steady earnings, strong cash flow, and financial strength, typically packaged into concentrated 30–50 holding strategies such as Dividend Growth, Core Dividend, and Quality Growth. Portfolios also include investment‑grade fixed income with laddered maturities, cash/short‑term instruments, and REIT exposure where appropriate, and the firm generally seeks to minimize turnover and hold securities for the long term.

What is distinctive about Brookmont compared with many peers is its role as an adviser and sub‑adviser to registered investment companies and pooled vehicles — for example, it discloses advisory or sub‑advisory relationships with two First Foundation funds, the Brookmont Catastrophic Bond ETF, and a Brookmont Equity Dividend Unit Investment Trust — and its business includes providing model strategies and recommendations that other advisers implement. The firm also discloses related‑party activity (an affiliated private‑credit adviser) and a senior executive’s service on a mutual fund board, and it notes an incubator program for new strategies, all of which are disclosed and monitored as potential conflicts.