About Us
Act. Preserve. Protect
We are different — we don’t just “buy and hold.” We respond to market conditions with action. We utilize a disciplined, risk-controlled investment approach that works to maintain capital even in down markets.
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.
We want our clients to maintain and grow their wealth, not lose it to the vagaries of the market.
The Braver Way: To Act, Preserve, and Protect
Transparent
We work on a fee-only basis, which means that we sell no products nor receive any referral fees or commissions. Services are provided on the basis of total time devoted to the client’s affairs, at hourly billing rates. Investment fees are based on assets under management.
Full Service
Many firms will manage your investments but won’t do your taxes, or vice-versa. Often clients tell us that they value our ability to handle every part of their financial lives through our broad service offerings in financial planning, asset management, family office, tax planning and preparation and business valuation.
