Bryan Bourgeois is a Portfolio Manager and provides a variety of equity, fixed-income and asset allocation portfolios, including:
Diversified Growth Portfolios
Diversified Income Portfolios
Equity Momentum Growth Hedge Fund Strategy
Global-Macro Algorithmic Hedge Fund Strategy
To view full scope of portfolio management services,
Сore values and our advantages
We Are A Fiduciary
Our services are offered through Shorebreak Capital, LLC., A Registered Investment Advisor, which abides by a strict fiduciary standard, always acting in the best interest of our clients. Mr. Bourgeois is Principal of Shorebreak Capital, LLC.
We Do Not Sell Investment Products or Charge Commissions
We are compensated for our services by advisory and portfolio management fees only, eliminating potential conflicts of interest and offering investment and financial planning solutions with 100% transparency.
We Help You Achieve Your Goals
In the end, it’s all about reaching goals. We focus on our clients’ goals and give them true consideration and thorough recommendations.