Thoughtful Strategies to Safely Grow Your Portfolio
First and foremost, we believe in capital preservation, recognizing that most clients come to us having accumulated wealth that they want to protect.
At Braver Wealth, we seek to grow your assets in a steady manner, recognizing that consistent compounding of positive returns is the best way to meet your long-term goals. We believe that traditional long-term diversified investing alone is not sufficient for many investors who cannot tolerate large losses in challenging market years, such as 2008. Tactical strategies can help preserve wealth.
An approach that mixes the tactical with the traditional
Our tactical strategies complement our traditional investment portfolios seeking to achieve attractive returns with greatly reduced risk. Our tactical strategies utilize proprietary computer models that were initially created as early as 1987. These models are frequently reviewed and updated over time. We seek to stay invested when the markets are trending upward but can move to the safety of money market funds if price trends begin to deteriorate. Our models do not use complex derivatives, leverage or esoteric hedging strategies. Our tactical strategies have three objectives: avoidance of significant market declines, performance in line with appropriate benchmarks, and consistency of returns.
Braver’s traditional core strategies utilize a diversified portfolio of global stocks, bonds, commodities and alternative assets. A portfolio that remains fully invested in the markets will be subject to market fluctuations but we aim to reduce this risk by including a diversified set of asset classes and market segments. We primarily utilize low-cost ETFs (exchange-traded funds) supplemented with no-load mutual funds for exposure to commodities and alternative investments, to maximize your returns.
All assets are held in an individual client’s name at independent custodians for complete transparency and ease of client review. Our clients receive separate monthly statements from their custodians, typically Fidelity Investments, TD Ameritrade, Jefferson National and TIAA-CREF.