Bryan Bourgeois has over 13 years experience as a senior portfolio manager and provides a variety of capabilities to maximize client value, including specializing in individuals equities (growth and dividend), REITs, preferred securities, bonds, ETFs and mutual funds. Mr. Bourgeois also runs Macro-Global Hedge Fund Strategy.
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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.
We Help You Achieve Your GoalsIn the end, it’s all about reaching goals. We focus on our clients’ goals and give them true consideration and thorough recommendations.
Contact us to inquire about portfolio management services