ABOUT BRAEHEID MANAGEMENT
OUR FOUNDING MANDATE
STEWARDSHIP | PROTECTION | GROWTH
BRAEHEID MANAGEMENT is a financial services company founded in 1998, with the vision and mandate that you, the client, always comes first.
BRAEHEID was the world's first financial services firm to promote Exchange Traded Funds - ETF only portfolios, in separately managed accounts introduced by Forstrong Global (formerly Hahn Investment Stewards) available to the retail sector.
In 2005, David Stevenson, President and CEO of BRAEHEID MANAGEMENT received the Best Use of Technology Award from the Canadian Investment Awards.
BRAEHEID Management is a a fee-based firm, where you pay a competitive annual percentage fee that is scaled to the size of your total household investments and billed to you monthly. This approach is deemed as professional advice, your fees are tax deductible in open (non-registered) accounts.
Why Choose BRAEHEID?
We want you to enjoy a more comfortable, affordable, customer-first, transparent way of having your investments managed.
Investment management you can trust.
We've removed all conflicts of interest.
We have removed all conflicts of interest and biased advice from the equation by providing you with an independent, discretionary portfolio manager (PM) supported by a team of global experts and market analysts.
Your PM is not restricted to, nor has any incentive towards a particular product or holding; your PM has a legal fiduciary obligation, so you know that your portfolio will always be managed in your best interest.
BRAEHEID'S approach aligns your needs for timely and appropriate investment advice with direct client services support—you get the best of both worlds.
Your needs aligned with timely investment advice.
Appropriate and proactive investment advice. You get:
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A dedicated investment management team
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Investing based on you your individual investment mandate(s)
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Proven institutional quality investment expertise
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Protected client named account(s)
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Tax efficiency: preferred tax treatment such as tax-loss selling and deductible fees [in open/ non-registered accounts]
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Full disclosure and full transparency of our fee and costs: no hidden costs, or hidden commissions or bonuses
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Separation of expertise: dedicated portfolio management and a personal client manager
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Risk protected growth: the objective with all portfolios is to provide consistent returns with less risk—this approach means you experience fewer/less of a decline when markets dip and enjoy the upside when markets grow
Trusted service is in the details.
Service beyond your expectations.
You receive the benefit of professional advice, a global, strategic, tactical, balanced and proactively managed diversified portfolio, with full access to all global markets.
Our portfolio managers were the first in the world to offer exchange-traded fund (ETF) only portfolios to the retail sector. Why? Because it was better for their clients.
You get a personalized ETF portfolio and a documented IPS with:
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Clearly defined trading ranges
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Proactive investment strategy
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24X7 monitoring
Your strategic parameters are rebuilt every 90 days to reduce risk and maximize gains.
Why we do what we do? Simple. It's for YOU!
BRAEHEID's portfolio team was the FIRST IN THE WORLD to offer ETF-only Investment Portfolios in a separately managed (client name) account!
WHY?
"Because we could provide a better globally diversified portfolio, at a lower cost with less risk. It was better for the client."
~Wilfred Hahn, Forstrong Global Asset Management (Formerly Hahn Investment Stewards) and former Chairman of RBC Global.