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

With the ever-changing global economy, the multifaceted nature of financial markets, and the uniqueness of each client’s individual needs, not one single investment strategy works for all investors. We believe in providing optimal investment solutions across our client base. We are committed to customizing individual portfolios to meet the specific needs and objectives of each individual client.

We provide management services across a breadth of offerings tailored toward your goals and risk tolerance. We work closely with you to clarify and to determine your specific objectives.  We then adjust each investment portfolio to meet specific requirements for income and capital appreciation through a suitable asset allocation. We are committed to meeting your individual investment goals with carefully considered holdings based on rigorous research and analysis.