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.