Capital Investments
BRAHM Capital Investment Partners was formed in 2020 to specifically address the wealth management and investment goals of BRAHM clients. Through data driven, client focused, and transparent investment processes, we successfully exceed investment return goals, while maintaining minimal risk in both stock and private investments.
Our Strategy
Our Strategy
BRAHM works with investors looking to manage and build their wealth through smart investments based on rigorous market research. Through meetings built around understanding your personal needs, goals, and timeline for return, we are able to create custom diversified portfolio and asset allocation plans with minimal risk.
Whether your goals are short-term or long-term, BRAHM never runs on autopilot; as your financial situation and the global market changes, we continue to analyze the state of the market to ensure a mitigated downside risk. With risk-allocation of utmost importance in any investment, we look at market expectations and organize your portfolio by high return-generating investments, and risk-mitigated investments to ensure that your needs are met.
According to your timeline, we conduct scheduled check-ins, explaining the state of your portfolio and investment plan for continued growth. For longer-term investments, we evaluate investment strategy for cycles of 3 to 5 years to ensure that your investments continue to show return over extended periods of time.
Our Process
Asset and Goal Analysis
Portfolio Design
Investments
Continuous Analysis and Risk Mitigation
Tax optimization
Delivery on Goal/
Continuous Implementation
Private Investments
BRAHM offers clients looking to extend their asset allocation profile to low risk private entities the opportunity to invest in our Private Equity division investments. We specifically highlight the opportunity to invest in properties under BRAHM Real Estate, and in the Infinity Group franchise locations, to those looking to see quick percentage return, or obtain continuous return over longer periods of time respectively. Our capital investment partners keenly look to accommodate our clients’ personal interests when making portfolio decisions; contact BRAHM to set up a meeting to see if private investments are for you.
