About Our Founder & Founding
Brecken Capital Advisors, LLC (“BCA”) was founded based on the delivering transparency & accountability to clients. After working for 2 different financial advisory firms and working as an institutional portfolio manager & analyst for 25 years on Wall Street our founder Leonard Brecken knows his way around professionally managing money. For over a decade, Mr. Brecken was a Senior Equity Research Analyst providing research to large institutional investors on public companies. In addition, he was responsible for overseeing $200M plus investments for a $1B plus NY based hedge fund. Further, he has over 15 years experience in portfolio management via founding Brecken Capital, LLC a hedge fund in NY. This 25 years of Wall Street experience provides the foundation to uncover value through conducting deep fundamental in house research on individual investments and the economy as a whole. This facilitates the development of our 7 proprietary model portfolios offered to clients.
Here at BCA our FIRST GOAL is to bring a new level of insight regarding the economy & financial markets to individuals and business owners that was once relegated to very large pension/ institutional funds and high net individuals. Thus, why we call ourselves portfolio managers (vs financial advisors) to signify a different level of insight we offer. In the end, we strive uncover value & growth in our active investment style while protecting & growing client assets. That means not reacting to rises and falls of financial markets but hopefully anticipating them. That means not adjusting portfolios on some time fixed table but when market conditions warrant it. It means ACTIVELY managing your portfolios through sound fundamental research.
Our SECOND GOAL is to leverage our analyst/consultant lineage from our sister company Charlotte Consultant Services, LLC (“CCS”) to seamlessly provide in depth financial management & planning to individuals business owners. Often advisors say they provide business planning or services to business owners. However, by providing CFO like services and bookkeeping we can provide a different level of insight & analysis necessary to understand BOTH the cash flow of the business or the individual. One of primary objectives in planning is to INCREASE the cash flow in either the business or individual by applying a deep level of analysis & insight. For a business that maybe acting as the CFO, bookkeeper and/or a profit analyst AND portfolio manager that goes beyond just surface analysis.
Our THIRD GOAL is to treat each client like family being as transparent and accountable to the cost of our services and the performance we deliver. As a steward of client wealth its important to understand each and every clients personal financial lives in detail, but also become a trusted friend to clients. We take pride in many of our clients become our friends because it demonstrates more than than financial stewardship but personal stewardship that is genuine.
Our founder, Leonard Brecken, lives and works in Weddington, NC and is married to Suzan with 2 beautiful daughters Olivia & Sophie after growing up in Queens, NY. Every client is welcome to our home to get to know us personally and be part of our family. Mr. Brecken understands the value of money and investments not only from growing up with modest means, but also through extensive background in serving large institutional investors through research and portfolio management in the past as an Equity Analyst & Hedge Fund portfolio manager.
At BCA we treat your money like our money and every client like family so welcome to our family.
Leonard Brecken holds a series 7 & 66 as well as licensed to sell Health & Life Insurance in the state of NC.