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Investment Process

The number and diversity of today's investment choices is staggering. The days of simply choosing a portfolio of stocks, bonds and cash, and holding on for the long haul are gone.

The investor today faces a multitude of investment choices, and must develop and implement a strategy in extremely uncertain markets.

The thirty year bull market in bonds is in its waning stages. Governments around the globe are running unsustainable deficits. Boom and bust markets complicated the individual investor's landscape even further.

At Braeburn Wealth Management we have developed disciplined processes and investment systems to help navigate these waters for our clients. Not only do we work diligently to build customized portfolios for our clients. We work equally hard to bring risk management to these portfolios.

Human emotion has no plate at our table. We utilize quantitative process to build portfolios and to manage them. If market circumstances dictate our "Risk Management Process" will take action to try to mitigate exposure to risk on your behalf.

Capture Your Risk Number

The first step is to take a 5 minute quiz that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision making process.

Review Your Current Investments

It turns out 4 out of 5 of people have more risk in their portfolios than they previously realized. Next we will import your current investments to analyze if your current investments are a good fit for your risk tolerance.

Align Your Portfolio to Match

After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.