We Are
Focused On You
Every family has goals, priorities and values that are unique to them. At Shorebreak Capital, we create wealth management solutions based on a clear understanding of each family’s needs and circumstances. We start by listening. Bryan and his team take the time to understand client goals, priorities and dynamics, with attentiveness to potential opportunities. Then, leveraging the diverse expertise within our firm, we develop a framework that serves as a common ground for achieving those goals.
Proven
Investment Process
Trust the data and numbers, not your emotion. Over the last fifteen years, Bryan Bourgeois, Principal and founder of Shorebreak Capital, has developed sound investment strategies based on math, not emotion, which guides our investment process and asset allocation. We strive to achieve the most profitable results possible while mitigating potentials risks through an optimized asset allocation framework, tactical rebalancing and non-correlated diversification. The firm's underlying asset allocation and trading strategies have been tested and enhanced since their origination in 2007, staying true to one undeniable fact: Numbers do not lie.
Who We Help
Our practice is focused on helping individuals and families achieve their current goals through a proven investment process and time-tested strategies developed by our firm. Current clients include executives, professionals, physicians, retirees, business owners, entrepreneurs, young accumulators, and high net worth individuals. Whether you are interested in growing or producing income from retirement and investment accounts, saving for a college education, or planning future contributions to a charitable organization or heirs, we are here to help.
Connect With
Us From Anywhere
Now you can take advantage of our robust TD Institutional investment platform, planning services and fund management from anywhere in the world. Whether you are local, out-of-state, or an ex-pat, we offer a complete virtual option for every client, including secure video conferencing, secure screen sharing to go over financial reports and goals, paperwork processing via DocuSign and encrypted email.