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
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
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