Investment consulting is a major component of the wealth management process. The investment piece is intertwined with tax management and mitigation, legal estate design and implementation, and philanthropic planning.

Investment opportunities for Brainard Capital clients include:

  • Equity and Fixed Income Portfolio Management
  • Lending and Credit Services
  • Proprietary Equity Portfolio Trading
  • Restricted Securities and Control Stock Management
  • Short Term Cash Management
  • Global Asset Allocation Modeling
  • Derivatives and Structured Products
  • Alternative Investments including Venture Funds, Angel and Direct Investments, Private Equity Funds, Hedge and Commodity Funds
  • Hedging and Monetization Solutions for single stock positions

Brainard Capital Management, LLC is an investment advisory firm registered with the U.S. Securities and Exchange Commission. We are an independent boutique dedicated to providing creative investment solutions and advice to a select group of individual and family office clients.

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