Services


INVESTMENT MANAGEMENT, CONSULTING & PLANNING

Through our Registered Investment Advisor, Shorebreak Capital, LLC., Bryan and his team offer the following client services.  Shorebreak Capital is a fiduciary, provides unbiased investment recommendations, is not compensated by commissions and does not sell investment products.  The firm does provide investment advisory, portfolio management and financial planning services.

Contact Bryan for new client inquiries.


We offer differentiated and uncorrelated investment

allocations with a focus on downside protection:

01.

Oppotunistic & Value-Add Investments

02.

Tactical & Hedged Strategies

03.

Low Volatility & Income


Allocations & customized

portfolio types offered

Traded Investments

 

  • Equity & Fixed-Income ETFs
  • Individual stocks
  • No-Load, Low-Cost Mutual funds
  • Preferred shares
  • Corporate, Government and Tax-Free Bonds
  • REITs
  • Precious metals
  • Options & Futures
Non-Traded & Alternative Investments

 

  • Publicly-Registered Non-traded REITss
  • Publicly-Registered Fixed-Income Loan Funds (BDCs)
  • Real Estate Loans and Debt Securities
  • 1031 Real Estate Offerings
  • Private Equity
  • Commercial Real Estate



Who we

Consult:

Doctors & Medical Groups


Attorneys & Legal Practices


Entrepreneurs 


Single & Multi-Family Offices


Business Owners


Private Equity Groups


Corporate Executives & Ex-Pats


Retired Individuals


Trust Accounts, Executors of Trusts and Trust Beneficiaries


Professionals


401k & Qualified Plan Administrators


Artists, Entertainers & Professional Athletes



Common Topics &

Solutions:

Asset Allocation

Asset allocation will determine the majority of your return and risk profile.  We can help you construct and manage a suitable and recommended asset allocation for your specific return objectives, time horizon and risk profile.


Stock, Bond & General Portfolio Analysis

We can help you review and analyze current and prospective investments, ranging from stocks, bonds, REITs, alternative investments, private equity investments and general portfolio analysis.


Wealth Accumulation Analysis

Trying to reach a specific goal or retire at a specific age?  We can help determine the best course of action to reach your financial and lifestyle goals.


Retirement & Cash Flow Analysis

Wealth Accumulation • Retirement Growth & Income • Tax-Efficient Investing •  High-Yield Income • Dividend Income & Growth • Capital Appreciation • Long-Only • Long/Short


Alternative Investment Analysis

Ultra-Conservative • Conservative Growth • Moderate Growth • Aggressive Long-Term Growth


Analysis of Current Direct Investments & Real Estate Holdings

We provide due diligence, recommendations and analysis for direct business interests, private equity deals and commercial real estate holdings.



Financial & Lifestyle Goals

We Can Help You Accomplish:

Risk-Based Portfolios Offered:

Ultra-Conservative • Conservative Growth • Moderate Growth • Aggressive Long-Term Growth


Goal-Based Portfolios Offered

Wealth Accumulation • Retirement Growth & Income • Tax-Efficient Investing •  High-Yield Income • Dividend Income & Growth • Capital Appreciation • Long-Only • Long/Short


Financial Independence

Ultra-Conservative • Conservative Growth • Moderate Growth • Aggressive Long-Term Growth


Financial Security

Wealth Accumulation • Retirement Growth & Income • Tax-Efficient Investing •  High-Yield Income • Dividend Income & Growth • Capital Appreciation • Long-Only • Long/Short


Durable and Predictable Retirement Income

We provide advisory and access to specialized investments that can help you create durable and predictable retirement income.




Taxable and Tax-Free

Plans & Account Types Offered:


IRA Accounts


Brokerage Accounts


Global Trading on All Major Foreign Exchanges


Options  & Margin Accounts


Self-Directed 401k Accounts


Mid – Large 401k Plans $5,000,000 – $100,000,0000


Start-Up 401ks $1,000,000 – $5,000,000, SIMPLE & SEP Plans


Mid – Large 401k Plans $5,000,000 – $100,000,0000


529 College Savings Plans


Trust Accounts



Custodians & Financial Planning

Software & Tools


Scottrade Advisor Services (Merging with TD Ameritrade Institutional Q3 2017)


Fidelity & Vanguard


Interactive Brokers


MoneyGuidePro Financial Planning Software