An Independent Fiduciary, Advisor & Asset Manager
Shorebreak Capital, LLC. is a Registered Investment Advisor and fiduciary, catering to individual investors, institutional investors, non-profits and family offices. Download our firm’s brochure here
Investment Approach & Philosophy
Risk Management & Diversification:
Shorebreak Capital utilizes Redwood Investment Management for on-going portfolio management for the following Risk-Calibrated Portfolios: 5 -8%, 8-12%, 12-17%, 17-25%. Each portfolio is engineered to meet the following drawdown perimeters with 95% probability. In addition, we offer Co-Investment Institutional Interval Funds that allow retail investors to invest along side the largest institutions, acquiring top assets, consistent income, stability, growth and non-correlation to the traded markets. Through our five risk-calibrated portfolios managed by Redwood Investment Management and access to Co-Investment Institutional Interval Funds, our clients are able to maximize growth and maintain optimal risk management, diversification, non-correlation within their portfolios with low advisory fees at only 50bps.
Capturing Growth & Market Opportunities
Each risk-calibrated portfolio is allocated for maximum growth. The growth analysis projection for the following six months is continuously conducted by Redwood Investment Management with 95% probability. Contact us to request our performance report and expected return analysis. Co-Investment Institutional Interval Funds is another essential method to capture growth in the highest quality credit and real estate assets.
About Bryan Bourgeois
Bryan Bourgeois
Principal & Founder of Shorebreak Capital
Bryan began working in the industry at Smith Barney while attending the University of Texas at Austin and boasts 20 years of experience advising and managing portfolios and investments for individual investors, ultra-high net worth investors ($10m—$100m+), foundations, and private equity. In 2016, Bryan founded Shorebreak Capital, LLC., a Fiduciary and Registered Investment Advisor.
Shorebreak Capital’s investment platform is held at Charles Schwab Institutional and includes risk-calibrated managed portfolios, access to institutional investments, and financial planning. Shorebreak Capital also provides reporting and monitoring of clients’ portfolios and investments.
Bryan offers his platform at a competitive advisory fee of 75bps in the first year and 95bps in subsequent years, with no commissions.
Steven Kibbel, CFP
