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Managed Risk-First® Portfolios @ 50bps / 0.005%
$100,000k Minimum
Benefit from our best-in-class portfolio construction and ongoing portfolio management and rebalancing with our partnership with Redwood Investment Management. With $2.4 billion of assets under management, Shorebreak Capital utilizes Redwood Investment Management’s capabilities for building and managing five Risk-First® Portfolios. Each Risk-Calibrated Portfolio is engineered to meet the following drawdown perimeters with 95% probability: (5 -8%, 8-12%, 12-17%, 17-25%). Each portfolio is maximized for growth and gives you the most precise and realistic expectations of how your portfolio will perform over a variety of market cycles, allowing you to better accomplish your current wealth management objective. This can be extremely beneficial for building and maintaining your financial plan and give you a better understanding of the volatility your portfolio may experience in different market cycles.
Access Institutional Co-Investment Funds @ 50bps / 0.005%
$100,000k Minimum
Invest along side the largest and most sophisticated institutional credit and real estate investors through best-in-class Institutional Co-Investment Funds. Bryan has been building relationships in the industry for twenty years, allowing him to find and partner with the best institutional investment management firms. As an established Registered Investment Advisor, Shorebreak Capital allows their retail clients to gain access to these funds typically reserved for institutional investors, pension and sovereign wealth funds. These particular funds are not traded or accessible on any retail platform. All funds have quarterly liquidity and can be purchased through our firm at our custodian, Charles Schwab Institutional.
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
You can’t control markets, but you can control your potential risk, asset allocation and fees. Bryan Bourgeois, Principal and founder of Shorebreak Capital, partnered with one of the industry’s leading quant-based investment management firms, Redwood Investment Management, to offer our clients 5 uniquely designed risk-calibrated portfolios managed at the most competitive advisory fees in industry*. Redwood has a team of highly qualified analysts that manage over $2.4 billion of assets. In addition, we give our clients access to exclusive Co-Investment Institutional Interval, further reducing risk and enhancing diversification and long-term growth.
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
Get the benefits of risk-calibrated portfolios and institutional co-investment funds with our dedicated relationship managers from anywhere in the world. For US clients, we custody assets with TD Ameritrade & Charles Schwab Institutional. International clients can invest through Interactive Brokers. Whether you are local, out-of-state, ex-pat, or non-US citizen and resident, we offer a complete virtual option for every client, including secure video conferencing, paperwork processing via DocuSign and encrypted email. Dedicated relationship managers are here for virtual administrative meetings and assistance for your accounts.
How much would you save?
Calculate Your Fee Savings at:
Our Fee = (50bps / 0.005%)
Industry Average Financial Advisor Fees (AUM)
*AdvisorHQ
Click here to AdvisorHQ Average Advisor Fee Report.
The below table represents the average advisor fees charged in 2021 compiled by AdvisorHQ.
| Investment Amounts | Average Advisor Fees (%) | Annual Advisor Average |
|---|---|---|
| $50,000 | 1.18% | $590 |
| $100,000 | 1.12% | $1120 |
| $150,000 | 1.09% | $1635 |
| $250,000 | 1.07% | $2675 |
| $500,000 | 1.05% | $5250 |
| $1000,000 | 1.02% | $10200 |
| $1500,000 | 0.94% | $14100 |
| $2000,000 | 0.91% | $18200 |
| $2500,000 | 0.88% | $22000 |
| $5000,000 | 0.84% | $42000 |
| $7500,000 | 0.77% | $57750 |
| $10,000,000 | 0.69% | $69000 |
| $20,000,000 | 0.65% | $130000 |
| $30,000,000 | 0.59% | $177000 |
Your Aspirations. Our Commitment
Insights & Perspectives
Market Summary – September 25, 2023
Last Week’s Summary S&P 500 Index fell 2.91% International Equities fell 2.17% Emerging Markets fell
Weekly Client Letter – September 18, 2023
It seems that the Fed might be nearing the end of its tightening cycle-or perhaps
Market Summary – September 18, 2023
Last Week’s Summary S&P 500 Index fell 0.12% International Equities rose 1.71% Emerging Markets rose