Investment Management
Individualized to fit your specific needs and goals.
Brave Eagle Wealth Management is a 100% independent fee-only Registered Investment Advisor. We are a Fiduciary to our clients. We have adopted the CFA Institute Asset Manager Code. We charge an asset based fee on investment portfolios. We do not receive commissions on any products.
We build completion portfolios around our client's FDNY pensions. Our goal is to build portfolios that:
Mitigate inflation
Minimize maximum drawdown (crash risk)
Are tax efficient
If you are interested in learning more please attend a retiree workshop.