Portfolio Management & Wealth Management in Austin, TX
Managed investments and portfolio strategies include:
- Proprietary All-Weather Portfolio – ($100,000 minimum)
- Institutional Credit, Real Estate & Private Equity Funds (Alternative Investments) ($100,000 minimum)
- Directly-Issued Preferred Shares of REITs ($100,000 minimum)
- Momentum Equity Long/Short Hedge Fund Strategy (Accredited Investors Only- $100,000 minimum)
- Global-Macro Hedge Fund (Accredited Investors Only- $100,000 minimum)
- Customized Portfolios – ($500,000 minimum)
Portfolios are customized to each client and typically consist of ETFs, individuals equities (growth and dividend), REITs, preferred securities, bonds, ETFs, alternative investments, credit and loan funds and no-load mutual funds.
To learn more about portfolio management services, click here to download our Investment Management and Firm Overview.
Сore values and our advantages
We Are A FiduciaryOur services are offered through Shorebreak Capital, LLC., A Registered Investment Advisor, which abides by a strict fiduciary standard, always acting in the best interest of our clients. Mr. Bourgeois is Principal of Shorebreak Capital, LLC.
We Do Not Sell Investment Products or Charge Commissions
We are compensated for our services by advisory and portfolio management fees only, eliminating potential conflicts of interest and offering investment and financial planning solutions with 100% transparency.