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 attended The University of Texas at Austin and graduated with a Bachelor of Science degree in 2003. Bryan has extensive experience in advising and managing portfolios and investments for ultra-high net worth investors ($10m – $100m+), foundations and high net worth individuals. Bryan founded Shorebreak Capital, LLC., a Registered Investment Advisor, in 2016 and has twenty years of experience in the investment management industry.
Shorebreak Capital’s investment platform includes risk-calibrated portfolios, access to institutional investments, and private secured-debt offerings. Shorebreak Capital also offers basic and comprehensive financial planning, reporting and monitoring of clients’ portfolios and investments.
In 2017, Bryan created The DaVinci Orthopedic Pillow to cure his neck, shoulder and back pain. The pillow has since become a huge global success and is patented in over sixty countries around the world.
Use “ShorebreakCapital” for a special 15% off coupon for The DaVinci Orthopedic Pillow. www.DaVinciOrthopedics.com.
Steven Kibbel, CFP
