Investment Management
We work closely with our clients to design a customized portfolio utilizing our various investment programs. The client’s investment plan will be tailored to his/her specific objectives, time horizon, tax and financial status, and risk tolerance. We customize a solution for each of our clients that is diversified across a combination of our programs.
Investment Programs and Fact Sheets
Tactical Strategies — Wealth Preservation
At Braver we utilize active risk management techniques to achieve attractive returns at greatly reduced risk. Wealth preservation is appropriate for investors who cannot afford or do not wish to accept the short term risk associated with buy and hold investments, yet still want/need to experience growth in their portfolio. These programs have three important objectives: avoidance of significant market declines, performance in line with appropriate market benchmarks, and consistency of returns. Wealth preservation is not expected to out-perform the market during major advances, but to be more stable in uncertain periods.
Tactical Equity Opportunity Fact Sheet (Diversified Asset)
Tactical High Yield Bond Fact Sheet
Strategic Portfolio Fact Sheet
Tactical Balanced Fact Sheet (Tactical Allocation)
Tactical Equity Sector Rotation Fact Sheet
Traditional Strategies
Our traditional investment strategies are our long-term approach to investing. These fully invested, prudently diversified portfolios hold varying combination’s of global stocks, global bonds, commodities, and alternative assets. A portfolio invested in these programs will be subject to market fluctuations given the philosophy of remaining fully invested over the long term. Braver attempts to reduce this risk through diversification by including asset classes and market segments with low correlation in varying proportions. Portfolio strategy and holdings are reviewed by the investment committee at regular meetings. The portfolio is implemented through the use mostly exchange traded funds (ETFs) supplemented with no load mutual funds to gain exposure to commodity and alternative investments.
