An Independent Fiduciary, Advisor & Asset Manager
Shorebreak Capital is a Registered Investment Advisor founded in 2016 by Bryan Bourgeois. The firm provides asset management, financial planning and fiduciary services to individuals, families, and businesses. Shorebreak Capital has experience investing across a wide spectrum of asset classes, investment strategies, market sectors, market cycles and industries. This spectrum includes, but is not limited to,domestic and foreign equity and debt securities, fixed-income, CLOs, commodities, commercial real estate, REITs, DSTs, and private equity.
In addition to specialized asset management, we provide balanced and diversified portfolios designed according to your investment goals, risk tolerance and time horizon. All client portfolios are customized to the individual clients’ needs and objectives.
For standard portfolio management, the firm’s advisory rate +/- 1% depending on assets under management and includes most financial planning services. Please contact us to receive our ADV Part 2A and rate schedule based on assets under management. For accredited investors, we offer our Global Macro Hedge Fund Strategy with two fee structures:
Option 1: 0% advisory fee. Client receives 80% of profits before tax, advisor receives 20% of profits before tax.
Option 2: A reduced advisory fee with a 7% annualized preferred return. After 7% is reached on an annual basis, client receives 77.5% of profits before tax and advisor receives 22.5% of profits before tax.
Investment Approach & Philosophy
Risk Management & Diversification:
Shorebreak Capital’s first priority is preservation of capital generated through strict risk-management protocols and strategic diversification among fixed-income, domestic and foreign equities, sectors, sub-sectors and other asset classes.
Capturing Growth & Market Opportunities
Shorebreak Capital has an edge in the markets thanks to multiple proprietary models and trading systems developed by Bryan Bourgeois to navigate through the global financial markets and uncover opportunities and potential risks, allowing for strong and consistent returns with minimum drawdown exposure.
Customized Asset Allocation:
We offer customized managed accounts according to each client’s goals and objectives.