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Braver Wealth Management Celebrates 25 Years
  • USA - English


News provided by

Braver Wealth Management, LLC

Dec 11, 2013, 09:00 ET

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Our team has a laser focus on helping our clients preserve and grow their wealth. - David D’Amico, president, Braver Wealth Management.

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Needham, MA (PRWEB) December 11, 2013 -- Braver Wealth Management, LLC, a fee-only SEC-registered investment advisor, is announcing its 25-year anniversary of providing investment management and financial planning services. Founded with the mission of preserving and growing the wealth of its clients, Braver Wealth utilizes both traditional ‘buy and hold’ investing along with proprietary tactical investment strategies for improved risk control and downside protection. By combining both approaches, its clients may benefit from more consistent returns and improved drawdown while having lower risk investment solutions. Braver now manages more than $800MM of assets for individuals and their families, foundations and trusts.

“Our team has a laser focus on helping our clients preserve and grow their wealth,” said David D’Amico, president, Braver Wealth Management. “Braver Wealth has always provided outstanding client service and our proprietary tactical ETF-based investment strategies have enabled client portfolios to successfully navigate many bear markets, including the market correction of 2008. We are proud to offer our clients long standing and real solutions to the challenges facing investors today. Our unique tactical investment strategies, which is our hallmark since our inception, offers clients real solutions to today’s challenges of potentially rising interest rates and continued equity market volatility.”

Braver Wealth Management recently launched a new web site http://www.braverwealth.com to educate prospective clients on its services.

About Braver Wealth Management

Braver Wealth Management, LLC is one of New England’s premier, fee-only wealth management firms. Now managing over $800MM in assets, Braver Wealth offers investment management and financial planning services to individuals and their families, foundations and trusts. The Braver Wealth philosophy stresses risk control and downside protection in its quest for consistent compounding of returns. Braver’s tactical ETF-based investment strategies seek to preserve capital through the use of proprietary quantitative models that can move to cash in periods of market weakness. For more information, visit: http://www.braverwealth.com or call (617) 969.0223.

Holly Intravia, Braver Wealth Management, LLC, http://www.braverwealth.com, +1 (617) 969-0223, [email protected]

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