Call 1.866.825.3005 for more information
- Company Name Braver Wealth Management
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Website
http://www.thebravergrou… - 25 Christina Street Newton Massachusetts United States 2461
- Company website with company and …
- Seeking Alpha
Braver Wealth Management
Investment Advisor
Braver Wealth Management (BWM) is an SEC Registered Investment Advisor with $500 million in AUM (as of 7/2011). BWM offers comprehensive services to individuals, families, small businesses, foundations and endowments. The Firm are long-term investors with strategies based upon wealth preservation and full transparency.
Investment models
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Diversified
See full details- Approach Macro , Quant/Technical
- Asset class Debt , Equity
- Geography US
Performance-
0.8%30 day
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-3.7%365 days
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15.0%S.I.
Monthly vs S&P500-4.9% 12 months
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Tactical Asset Program
See full details- Approach Quant/Technical
- Asset class Debt , Equity
- Geography US
Performance-
4.1%30 day
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0.5%365 days
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17.7%S.I.
Monthly vs S&P500-1.6% 12 months
Important info
Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
Personal Track Record returns are calculated by Covestor on a daily time-weighted basis of equity positions in the account provided by the member. More
Past performance is no guarantee of future results. Month to Date returns & Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.
Model commentary
How and when to safeguard a portfolio - David D'Amico
24 July 2011
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