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ABOUT OUR BUSINESS

Brecken Capital Advisors, LLC offers seamless financial management & planning across business & individuals lives who's goal is protect & growth assets by actively managing risk.   The cornerstone of our approach is treating each client like family, building TRUST with our client's through transparency and measurement of COST & PERFORMANCE.  

Our basic services are Asset Management, Financial/ Retirement Planning, Insurance, Business Services & Business Consulting.  The cornerstone of our investment philosophy is by offering portfolios designed by us we can potentially provide a level of insight & risk management that potentially protects & grows wealth.  Essentially, we bring personal portfolio management to clients vs through funds managed by a third-party.  Our financial & retirement planning is geared towards not only achieving stated client goals such as retirement, but also assisting in increasing household cash flow.  We draw on our experience  through our affiliate, Charlotte Consultant Services, LLC  which we offers Exit Planning & Valuation services for business owners (generally more complex than personal plans) that focus on profit & value improvement.  For individuals & owners we leverage this to provide potentially more insight & analysis into their cash flow to increase it & plan. 

Why Us?  We believe we are one of the few firms to merge CFO aimed at increasing profits with portfolio management & planning  in the United States.  Thus, we are positioned to address business owner's complete financial needs.  On the Asset Management side we have 25 years of experience in professionally managing assets thru our work as an equity analyst on Wall Street & as a hedge fund portfolio manager at one of largest Hedge Funds in NY as well as Brecken Capital, LLC for over a decade.  Further, we believe we are in the minority of firms in Charlotte that actually manage your portfolio.   Over 2/3rds of advisors* don't manage your money, instead outsource it, charging asset fees for doing so.

Want to experience our higher level of insight at Brecken Capital Advisors, LLC for yourself or your business? Give us a call today and let’s discuss what we can do for you.

*According to 2017 Envestnet study; Survey Results at InvestPMC.com

Analysing the Data

The cornerstone of our investment philosophy is by offering portfolios designed by us we can potentially provide a level of insight & risk management that potentially protects & grows wealth.