We want our clients to maintain and grow their wealth, not lose it to the vagaries of the market.
Most clients come to us having already created or inherited their wealth. They are more interested in downside protection than in taking on excess risk in order to capture the maximum upside. Many investment advisors encouraged their clients to “stay the course” and remain fully invested in the bear markets of the early and late 2000s. As a result, significant wealth was lost. We “buy and hold” when it makes sense, but we move money to the safety of cash when markets are trending down.
More...Who Can We Help?
News
D’Amico Presents on an Expert Panel at NAPFA Conference
May 11, 2012
Dave D’Amico, President of Braver Wealth Management, Discusses the utilization of Tactical Investment Strategies within the Alternative Asset Classes at the NAPFA Annual Conference in Chicago
View More
