Portfolio management

 

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.





Сore values and our advantages


We Are A Fiduciary

We Are A Fiduciary

Our 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 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 Goals

We Help You Achieve Your Goals

In 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