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    TRUSTED FOR OUR OBJECTIVITY

    We believe in an unbiased,
    independent and objective investment
    approach based on time-tested
    financial principles.”

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    TRUSTED FOR OUR TEAMWORK

    Our team is unique because our
    approach utilizes our diverse expertise
    and insight within a collaborative
    investment model.”

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    TRUSTED PARTNERSHIPS

    We listen and work with you in a
    consultative approach to customize
    investment solutions to best meet your
    needs today, tomorrow and in the future.”

Brandon A. Cloete, CFP®

Brandon A. Cloete, CFP®

Brandon A Cloete CFP

Financial Planning & Portfolio Management Specialist

Brandon Cloete joined Isthmus Partners in August 2022 as a Financial Planning & Portfolio Management Specialist. Before joining the firm, he was a Financial Advisor at Robert W. Baird focusing on comprehensive wealth management and financial planning for his clients. Brandon also previously served as an Internal Consultant at Investec Wealth & Investment in his home country of South Africa. Before beginning his career in financial services, Brandon played professional golf on both the USA and South African circuits. Brandon earned his bachelor’s degree from Marquette University, where he studied Finance, with a concentration in Applied Investment Management. Brandon Cloete is a Certified Financial Planner™ professional.