Taxes

• 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

• 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 firm’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

• Accounting Services

Planning

• Asset Management
  Chad Jensen is responsible for servicing the firm’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.