Services

Here at Brave Boat Capital we are not trying to be everything to everybody but we do understand that there are a lot of different variables that go into managing your personal wealth. Whether you need a comprehensive financial plan or an individualized investment solution we can help to identify areas of opportunity, minimize risk exposure and plan for whatever the future holds.  While doing so we want to make sure your financial plan and investments are integrated seamlessly so you can focus on the more important things in life. You don’t just hire a financial advisor to give you investment recommendations. You hire an advisor to take a complicated part of your life and make it easier to manage and understand.

1

The financial plan is the cornerstone for proper wealth management.  We work to understand the “why” behind financial decisions because we know planning for the future involves more than just dollars and cents.

2

Our disciplined investment approach works with you to build a solution that fits your needs and objectives.  From individual solutions to entire portfolio development, we have a solution that is right for you.

3

Employer sponsored plans and foundations require proper planning and management to avoid performance and regulatory pitfalls. The proper fiduciary management and investment plan can allow you to focus on the more important task of running the organization.