Birchbrook, Inc.
Birchbrook, Inc. is a 100% women-owned, independent investment advisory firm headquartered in Bangor, Maine, founded in 1994 as Deighan Wealth Advisors and rebranded as Birchbrook in 2021. The firm has about 6-7 employees and specializes in investment management and financial planning services for individuals, corporations, trusts, estates, charitable organizations, and self-directed retirement plans. Birchbrook is a fee-only fiduciary and provides both discretionary and non-discretionary investment advisory services in a highly personalized manner, serving clients across Florida, Maine, Massachusetts, New York, and Texas.
Investment Strategy
Birchbrook emphasizes customized portfolios based on clients’ financial goals, risk tolerance, and time horizon. Utilizing fundamental analysis, the firm invests in individual equities, mutual funds, ETFs, bonds, and cash equivalents, favoring long-term buy-and-hold strategies unless company fundamentals change. The investment philosophy stresses well-diversified, global portfolios with a focus on quality investments – mainly large cap U.S. stocks and investment-grade bonds – and supplements with small caps, foreign stocks, high yield bonds, real estate, and alternative assets as appropriate. Birchbrook operates as a fiduciary, always prioritizing clients’ best interests and providing unbiased, independent advice.
Top Holdings
Equity Positions (272)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VGIT | VANGUARD SCOTTSDALE FDS | 18.91% | $35.3M | 589,975 | $59.16 | $59.81 | -$1.7M |
I IGIB | ISHARES TR | 10.57% | $19.7M | 370,151 | $51.96 | $53.29 | +$1.1M |
U USMV | ISHARES TR | 6.52% | $12.2M | 129,631 | $82.51 | $93.87 | -$146.0K |
V VEA | VANGUARD TAX-MANAGED FDS | 5.84% | $10.9M | 191,135 | $48.10 | $57.01 | +$918.4K |
T TLT | ISHARES TR | 3.65% | $6.8M | 77,083 | $97.60 | $88.25 | -$167.3K |