Brandes Investments

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(262) 783-1515Call Visit WebsiteVisit Website Map & DirectionsDirections15400 W Capitol Dr Ste 102Brookfield, WI 53005 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Brookfield with Investment Securities

Butler (3 miles)
Elm Grove (6 miles)
Lannon (8 miles)
Menomonee Falls (10 miles)
Sussex (11 miles)
New Berlin (13 miles)
Pewaukee (13 miles)
Waukesha (14 miles)
Colgate (14 miles)

More Info

Email

Extra Phones

Fax: (262) 783-1717

Location

Glenwood Executive Centre III

Other Links

https://www.brandes.com

http://brandes.com

Categories

Investment Securities, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Mutual Funds

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Details

Phone: (262) 783-1515

Address: 15400 W Capitol Dr Ste 102, Brookfield, WI 53005

Website: https://www.brandes.com

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Brandes Investments

Capital Gains Taxes
Gain on the sale of a security where the holding period was more than 12 months and the profit was subject to the long-term capital gains tax.

Investment Management
Brandes Investment Partners, L.P. provides discretionary investment management services in the United States and other jurisdictions where legally permitted to do so. Requests from investors to provide services to investors in any other jurisdiction will not be accepted unless Brandes is lawfully able to provide its services in the jurisdiction concerned. The information on this website is for informational purposes only, does not constitute an offer for products or services and should not be construed as an offer to sell or a solicitation of an offer to buy to any persons who are prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence.
Mutual Funds
Brandes Separately Managed Account Reserve Trust - SMART Prospectus for important information about the investment company including investment objectives, risks, charges and expenses. To obtain a hard copy Prospectus, please call the Mutual Fund Group at 800.395.3807.
Wealth Management
Jeff Vages is responsible for sales management and business development for the internal sales desk. He also services the firmâ€™s asset-management relationships with clients and investment companies in the U.S. Mountain, Northeast and Pacific regions. Prior to his current role, Mr. Vages was a Regional Associate with Brandes, a Portfolio Associate with Wells Fargo Advisors and an Intern with UBS Wealth Management. He holds a Bachelors in economics (magna cum laude) from the University of Massachusetts, Boston. His relevant experience began in 2015 and he joined Brandes Investment Partners in 2017.

Accounting Services

Asset Management
Chad Jensen is responsible for servicing the firmâ€™s asset-management relationships with clients and investment companies in the Big Sky, Arizona, Central, Great Plains regions. Prior to his current role, he was an Associate Portfolio Manager with the firm, a Managing Director with Thornton Capital Advisors, a Service Specialist with Scudder Weisel Capital and an Investor Information Specialist with Zurich Scudder Investments. Mr. Jensen holds a BA from the University of California, San Diego. His relevant experience began in 1998 and he joined Brandes Investment Partners in 2002.

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