An Independent Fiduciary, Advisor & Asset Manager
Shorebreak Capital provides thoughtful and independent advice to individuals, families, foundations and businesses across the US. Shorebreak capital is a fiduciary to all clients and we offer the following investment management and financial planning services:
- Customized Portfolio Management for Brokerage Accounts, IRAs, & Self-Directed 401ks.
- Global Macro Hedge Fund Strategy
- Sustainable Investing
- Exclusive Institutional Access Funds & Direct Investments
Identifies optimal investment opportunities and risks in the global financial markets.
- Building a Wealth Planning Road Map
- Investment, Portfolio & Risk Analysis
- Cash Flow Analysis
- Portfolio Management
- Asset Allocation
- Retirement & Tax Planning
- Wealth Accumulation Analysis and Planning
- Estate Planning and Charitable Giving
Stay on top of your financial plan and investment portfolios with Bryan’s insights and perspectives on the market and the economy.
Schedule Your Free, No-Obligation Phone, Zoom or
In-person Consultation with Bryan