YOUR TEAM
Investing with Knowledge and Discipline
Braeburn
Wealth Management is an independent Registered Investment Advisory firm. All clients’ assets are held with a third party custodian.
Fidelity Investments® Fidelity Institutional Wealth Services® is a leading provider of trading, custody, and brokerage services to registered investment advisors, trust institutions, and third-party administrators. The company is able to leverage the capital, resources, and expertise of the Fidelity organization, one of the world’s largest financial services companies, on behalf of its clients. At Braeburn Wealth Management, our Wealth Planning Process takes an in-depth look at your current financial circumstances and establishes a plan, or map, to help you achieve your goals and objectives. We utilize a comprehensive approach to track all aspects of your financial life on your way to your desired financial goal, whether it is: • retirement • leaving a lasting legacy • or some other unique goal
3597 Henry Street - Suite 202, Norton Shores, MI 49441 Office: 231.720.0743 Toll Free: 866.577.9116 [email protected] www.braeburnwealth.com
Michael A. Poland, CFA® CEO & Founder Wealth Advisor Portfolio Manager Direct: 231.720.0598
YOUR TEAM Sherri Balaskovitz
Melanie N. Meyer, RP
Fidelity Investments is an independent company, unaffiliated with Braeburn Wealth Management. Fidelity Investments is a service provider to Braeburn Wealth Management. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Braeburn Wealth Management and does not guarantee, or assume any responsibility for its content. Fidelity Investments and Fidelity Institutional Wealth Services are registered service marks of FMR LLC. Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC. 666877.1.0
Director of Marketing Team Leader Direct: 231.720.0619
Associate Wealth Advisor Financial Planning Direct: 231.720.0621
Caitlyn Mouw
Director of First Impressions Client Services Direct: 231.903.0530
PORTFOLIO DESCRIPTIONS We believe in individual securities for our clients. We believe in a disciplined, non-emotional research strategy. We believe in utilizing low cost Exchange Traded Funds (ETF) and select open ended mutual funds alongside our carefully selected individual securities. We utilize all of these and the intimate knowledge with our clients to custom build a portfolio for you.
Braeburn 21 Stock Portfolio
Our Commitment To You Welcome to
Braeburn Wealth Management where we make FOUR commitments to YOU:
First: We focus our efforts entirely on helping YOU achieve your financial goals and objectives.
Second: In order to help YOU achieve your financial goals and objectives we are committed to getting to know YOU on a personal basis; What’s important to YOU? What is it that YOU are passionate about? And, what is it that YOU would truly like to do with your financial lives.
Third: We stay on top of the continuous changes in the investment management and financial planning landscapes so that YOU can attend to the things that are truly important in your life.
This proprietary portfolio began in 2004 and uses three different quantitative screening processes to select stocks exhibiting the best measurement on a host of criteria. Each of the three screening processes has a different objective. We seek process and objectivity over emotion and subjectivity.
Braeburn Select Strategies
These strategies are designed to seek out-performance over popular stock indexes by using back tested stock selection criteria to pick a subset of the index. Our Select 12 Strategy seeks to outperform a popular large cap index and our Select 10 Strategy seeks to outperform a popular mid cap index. It is our belief to focus on stocks within the index exhibiting positive measures and avoid those with poor analytics.
Braeburn Black
The Braeburn Black Strategy is a speculative strategy that seeks opportunities in smaller, more thinly traded stocks. These stocks are identified based upon a number of factors consisting of direction of company earnings, price momentum, valuation and certain earnings return criteria. Nearly all securities identified in this process carry a greater deal of risk and volatility than larger blue chip issues.
Braeburn Income Strategy
This strategy seeks to invest in high quality companies in somewhat monopolistic industries that offer attractive dividend yields, while also showing a history of rising dividends. The primary focus is in utility stocks, MLP stocks, common stocks and REITs. The objective of the portfolio is to provide an increasing income level and appreciation over time.
Braeburn ETF and Mutual Fund Portfolios
We utilize select exchange traded funds (ETFs) and open ended funds to assist us in building customized portfolios for our clients, while keeping an eye on investment expenses.
Fourth: We conduct all of our business in an ethical and transparent manner. We have selected Fidelity Investments® to provide us with clearing and custody services; and we have no hidden fees or charges.
It is not uncommon for us to mix our portfolio strategies within a given client’s account. The strategies presented provide no guarantees. Individual results may differ from historical results. Investing in the stock market entails risks, including the loss of principle. Braeburn Wealth Management’s financial information and investment advisory fees are described in the disclosure statement of Part II of the form ADV, which is available upon request and at our web site. www.braeburnwealth.com
Join us and experience the difference for
Your True Wealth.
Investment advisory services offered through Braeburn Wealth Management, an SEC Registered Independent Advisor.
Braeburn
Wealth Management is an independent Registered Investment Advisory firm. All clients’ assets are held with a third party custodian.
Fidelity Investments® Fidelity Institutional Wealth Services® is a leading provider of trading, custody, and brokerage services to registered investment advisors, trust institutions, and third-party administrators. The company is able to leverage the capital, resources, and expertise of the Fidelity organization, one of the world’s largest financial services companies, on behalf of its clients. At Braeburn Wealth Management, our Wealth Planning Process takes an in-depth look at your current financial circumstances and establishes a plan, or map, to help you achieve your goals and objectives. We utilize a comprehensive approach to track all aspects of your financial life on your way to your desired financial goal, whether it is: • retirement • leaving a lasting legacy • or some other unique goal
3597 Henry Street - Suite 202, Norton Shores, MI 49441 Office: 231.720.0743 Toll Free: 866.577.9116 [email protected] www.braeburnwealth.com
Michael A. Poland, CFA® CEO & Founder Wealth Advisor Portfolio Manager Direct: 231.720.0598
YOUR TEAM Sherri Balaskovitz
Melanie N. Meyer, RP
Fidelity Investments is an independent company, unaffiliated with Braeburn Wealth Management. Fidelity Investments is a service provider to Braeburn Wealth Management. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Braeburn Wealth Management and does not guarantee, or assume any responsibility for its content. Fidelity Investments and Fidelity Institutional Wealth Services are registered service marks of FMR LLC. Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC. 666877.1.0
Director of Marketing Team Leader Direct: 231.720.0619
Associate Wealth Advisor Financial Planning Direct: 231.720.0621
Caitlyn Mouw
Director of First Impressions Client Services Direct: 231.903.0530
PORTFOLIO DESCRIPTIONS We believe in individual securities for our clients. We believe in a disciplined, non-emotional research strategy. We believe in utilizing low cost Exchange Traded Funds (ETF) and select open ended mutual funds alongside our carefully selected individual securities. We utilize all of these and the intimate knowledge with our clients to custom build a portfolio for you.
Braeburn 21 Stock Portfolio
Our Commitment To You Welcome to
Braeburn Wealth Management where we make FOUR commitments to YOU:
First: We focus our efforts entirely on helping YOU achieve your financial goals and objectives.
Second: In order to help YOU achieve your financial goals and objectives we are committed to getting to know YOU on a personal basis; What’s important to YOU? What is it that YOU are passionate about? And, what is it that YOU would truly like to do with your financial lives.
Third: We stay on top of the continuous changes in the investment management and financial planning landscapes so that YOU can attend to the things that are truly important in your life.
This proprietary portfolio began in 2004 and uses three different quantitative screening processes to select stocks exhibiting the best measurement on a host of criteria. Each of the three screening processes has a different objective. We seek process and objectivity over emotion and subjectivity.
Braeburn Select Strategies
These strategies are designed to seek out-performance over popular stock indexes by using back tested stock selection criteria to pick a subset of the index. Our Select 12 Strategy seeks to outperform a popular large cap index and our Select 10 Strategy seeks to outperform a popular mid cap index. It is our belief to focus on stocks within the index exhibiting positive measures and avoid those with poor analytics.
Braeburn Black
The Braeburn Black Strategy is a speculative strategy that seeks opportunities in smaller, more thinly traded stocks. These stocks are identified based upon a number of factors consisting of direction of company earnings, price momentum, valuation and certain earnings return criteria. Nearly all securities identified in this process carry a greater deal of risk and volatility than larger blue chip issues.
Braeburn Income Strategy
This strategy seeks to invest in high quality companies in somewhat monopolistic industries that offer attractive dividend yields, while also showing a history of rising dividends. The primary focus is in utility stocks, MLP stocks, common stocks and REITs. The objective of the portfolio is to provide an increasing income level and appreciation over time.
Braeburn ETF and Mutual Fund Portfolios
We utilize select exchange traded funds (ETFs) and open ended funds to assist us in building customized portfolios for our clients, while keeping an eye on investment expenses.
Fourth: We conduct all of our business in an ethical and transparent manner. We have selected Fidelity Investments® to provide us with clearing and custody services; and we have no hidden fees or charges.
It is not uncommon for us to mix our portfolio strategies within a given client’s account. The strategies presented provide no guarantees. Individual results may differ from historical results. Investing in the stock market entails risks, including the loss of principle. Braeburn Wealth Management’s financial information and investment advisory fees are described in the disclosure statement of Part II of the form ADV, which is available upon request and at our web site. www.braeburnwealth.com
Join us and experience the difference for
Your True Wealth.
Investment advisory services offered through Braeburn Wealth Management, an SEC Registered Independent Advisor.
