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. We have developed sound investment strategies based on math, not emotion, which guides our investment process aimed at achieving the most profitable results possible, in any market, up or down. The firm's investment management Proprietary Global Asset Model and underlying investment process was originated by Bryan Bourgeois, Principal / CIO of Shorebreak Capital. This model has been tested, enhanced, and perfected since Bryan created it 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.

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. We have developed sound investment strategies based on math, not emotion, which guides our investment process aimed at achieving the most profitable results possible, in any market, up or down. The firm's investment management Proprietary Global Asset Model and underlying investment process was originated by Bryan Bourgeois, Principal / CIO of Shorebreak Capital. This model has been tested, enhanced, and perfected since Bryan created it 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.

Your Aspirations. Our Commitment

Insights & Perspectives

January 22, 2021

Margin Debt At Historical Highs

Security Brokers and Dealers; Margin Accounts at Brokers and Dealers; Asset, Level Entering the danger zone for margin debt. Historically, when margin debt has reached these levels, a subsequent stock market correction occurred.

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January 05, 2021

Credit Growth Highlights of 2020

Here are some of the highlights of credit growth in 2020: During the first nine months of 2020, Total Credit in the US expanded by $6.4 trillion. The previous full-year record for Credit Growth was $5

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December 08, 2020

E-Commerce Bubble Compared to Other Bubbles: Chart

E-Commerce Bubble Compared to Other Bubbles: Chart The e-commerce bubble will likely continue to grow. However, it will reach a point in which it is unable to sustain the current growth rate of earnings and

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