Wealth and Portfolio Management in Austin, TX
Bryan Bourgeois has over 13 years of experience as a senior portfolio manager and provides a variety of capabilities to maximize client value. Bryan manages ultra-conservative portfolios, income portfolios and a variety of growth portfolios. Portfolios are customized to each client and typically consist of ETFs, individuals equities (growth and dividend), REITs, preferred securities, bonds, ETFs and no-load mutual funds. Mr. Bourgeois also runs long/short 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.