| Our traditional services include investment advisory, global asset allocation and implementation, and acting as the Chief Investment Officer for family groups and select institutions. We utilize our experience as former attorneys to work closely with our clients’ tax and legal counsel to develop and implement individualized tax and estate strategies for our clients seeking to preserve, maximize and transfer their wealth to future generations and for philanthropic pursuits.
In addition to our family office advisory work, we offer fee-only money management capabilities through an open architecture platform. This allows our wealth advisors to evaluate opportunities irrespective of the source or location of the underlying investment vehicle.
Investment opportunities for
Brainard Capital Management clients include:
- Fixed Income Portfolio
Management
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- Short Term Cash
Management
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- Lending and Credit
Services
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- Global Asset
Allocation Modeling
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- "Best of
Class" Money Manager Access
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- Derivatives and
Structured Products
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- Proprietary Equity
Portfolio Trading
|
- Alternative
Investments including Hedge Funds and Leveraged
Buy-Out
Funds
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- Restricted Securities
and Control Stock Management
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- Hedging and
Monetization Solutions
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Additional Account Services
include:
- Online account access
- Check writing and online bill
payment
- Detailed performance reporting
Custody of Client Assets:
Brainard Capital Management can advise on client assets held in custody with a broad variety of firms, including brokerage firms (such as Goldman Sachs and Deutsche Bank Alex Brown), bank trust departments, and private trust companies. If a client has no preference, Brainard Capital Management can assist in custodian selection by recommending one that, based upon our experience, is appropriate for the client's individual needs.
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