Investment Management

Custom Portfolios

Science, Not Guesswork

Expertise Matters

Discipline and Flexibility

Long-Term Focus

Limited Taxes

How we're different

Your investment portfolio is custom-designed based on your goals, your need for income, your timeline for achieving those goals, and your tolerance for risk.

Using the principals of Modern Portfolio Theory, we carefully allocate your investments to achieve the optimal balance between risk and reward.

Our strategies may be executed with:

  • Individual Stocks and Bonds
  • Index Funds
  • Actively Managed Funds
  • Exchange-Traded Funds
  • Separately Managed Accounts of Individual Securities
  • Master Limited Partnerships
  • Preferred Stocks
  • REITs

Successful asset management can play a significant part in helping you to achieve your financial goals.

At Breachway Investments, our approach focuses on protecting your capital while participating in market appreciation. We rely on a disciplined, evidence-based approach that filters out “noise” in the markets and the media and rewards patience.

Your plan includes an Investment Policy Statement, which helps to provide the basis for your investment portfolio risk profile. Each client’s risk profile is customized based on investment objectives, risk tolerance, time horizon, and income requirements. And each portfolio is diversified in order to achieve the greatest potential return with the lowest volatility.

Finally, we monitor your portfolio and report back to you on a regular basis. We show your progress toward goals, we evaluate your performance, and we make changes as necessary. Our clients can count on active investment stewardship, clear communication, and our commitment to helping achieve investment goals.

Free Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

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