Funds

• Brasada Long-Short Equity

Managed Accounts

• Brasada U.S. Equity
• Brasada Preferred Income
• Brasada Municipal Bond
• Friedberg Focused Equity
• Friedberg Dividend Growth
• Friedberg Equity Income

The Brasada Preferred Income Strategy offers an income opportunity with a competitive yield as compared to most asset classes and provides more stakeholder protection than common stocks.  The strategy invests in a diversified basket of preferred stocks across the consumer, financials, healthcare, industrial, REIT, and utility sectors.  Our stock selection is based on company fundamentals, high credit quality, liquidity, and call or convertible features.  This strategy also provides a tax advantage as it has a long-term approach with minimal turnover and its dividends are often taxed at qualified dividend rates.