Investment Management

At Braintrust Capital, we believe our distinctive investing approach and our extraordinary level of expertise help to set us apart.

Tailored investment Strategies for smart growth

Asset allocation accounts for the bulk of investment returns. We tailor your asset allocation for your investment goals, risk tolerance, cash needs, and life situation.

Braintrust Capital's investment approach is designed to ensure consistent growth through adaptability. We rebalance your portfolio strategically to take advantage of mispriced securities and mean reversion. We aim to capture total returns that help you beat inflation and reach your objectives.

Our security selection involves fundamental analysis, technical analysis, industry insights and macro-economic analysis. We seek to buy investments for less than their intrinsic value. History shows that such opportunities provide superior results over time.


Every investor has unique needs. Some want growth and do not mind substantial market volatility; others want to generate income to meet their needs in retirement with low volatility. Many investors want to avoid investments which violate their principles, and others wish to support companies making a difference for causes they care about. At Braintrust Capital, investment management starts with you. We take the time to understand your long-term goals and specific needs. Only then can we create a tailored portfolio recommendation that focuses on your goals and adapts as markets change.


Market conditions often dictate appropriate investing approaches. We respond to the market cycle, macro- and micro-economic conditions, company specific conditions, and quantitative factors to position your portfolio for success. Narrow specialization could hurt your portfolio returns when conditions do not favor the particular approach employed. Braintrust Capital prefers a flexible approach that can adapt with our forward-looking market views.


You deserve a manager who does more than just pick stocks. Braintrust Capital meticulously analyzes markets, identifies the most attractive investment categories and then chooses individual stocks, bonds or other securities for your portfolio. Our thorough approach yields results over time.


Many American investors have an incomplete view of investing—focusing chiefly on US stocks. However, the US makes up only about half of the value of the world stock market. That’s important because some of the largest, fastest-growing, best-run companies are outside the US. With a comprehensive, global focus, you can increase diversification and take advantage of opportunities many investment managers miss.

Partner with Tax advisors to Limit Taxes

Limiting the tax liabilities arising from your investments can help you reach your goals more quickly and efficiently. We can work with your tax advisors to provide you with sophisticated tax-management strategies.

Expertise Matters

Financial advisors have widely different levels of expertise. We believe that clients who entrust their wealth to an advisor deserve to work with highly credentialed experts. Portfolio manager Roger Graham, JD, CIMA®, CEPA® holds two of the premier designations in the financial services field: The CIMA® Certification and CEPA® Certification credentials.

Our sophisticated investing and tax-management solutions are always tailored for each client's unique situation and objectives. We never use a cookie-cutter approach. With our expertise and a tireless dedication to our clients, we believe we're uniquely positioned to help you turn your plans into reality.


An open and transparent relationship is the key to long-term success.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.


  • Phone:
    (844) 58-BRAIN
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