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

July 30, 2020

In the 21st Century, Credit Growth = Economic Growth

In the 21st Century, Credit Growth = Economic Growth In the United States, when Total Credit grows by less than 2% (adjusted for inflation), the country goes into recession. That happened

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July 30, 2020

Fed leaves rates unchanged.

The Federal Reserve held interest rates steady in a decision announced Wednesday that came along with a tepid outlook on the coronavirus-plagued economy. In a move widely expected, the central bank kept its benchmark overnight lending

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July 27, 2020

Gold sets record high

Gold prices have soared to a record high, with investors rushing to find safe places to park their money as concerns grow about a resurgence in the coronavirus and the impact that could have on

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