Braver Wealth Management Primary

Business Overview David J. D’Amico, CFA President | 617-969-0223 | ddamico@braverwealth.com

Wealth Management Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Investment Philosophy: Act, Preserve, & Protect ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Proprietary Investment Strategies ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Our Quantitative, Tactical Strategies have demonstrated downside protection and wealth preservation characteristics especially in difficult market environments. When combined with traditional, fully invested strategies they serve to provide an element of risk control not otherwise available in a fully invested philosophy thereby achieving true diversification and down market risk control. Our Traditional, Fully Invested Asset Allocation Strategies utilize ETFs and mutual funds to remain prudently diversified across major equity, fixed income, and alternative asset classes. Our goal is to provide our clients with risk controlled access, and fully invested participation, in the long term capital market trends. Proprietary Investment Strategies

Wealth Preservation Conservative Moderate Growth Aggressive Growth Proprietary Investment Strategies Braver Investment Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Client Goals, Objectives, Restraints, Unique Preferences Risk/Reward Tolerance Relationship Manager Creates Optimal Program Allocation Proprietary Investment Programs

Growth of $100,000 vs. S&P 500

Significantly Lower Risk And Superior Returns

Lower Drawdown Preserves Wealth

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Why Braver?

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Investment Team

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Investment Fee Structure

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Disclosures

Braver Wealth Management Primary

Recommended

Recommended

More Related Content

What's hot

What's hot (17)

Viewers also liked

Viewers also liked (13)

Similar to Braver Wealth Management Primary

Similar to Braver Wealth Management Primary (20)

Braver Wealth Management Primary