Why Brick House Strategies?
It is unfortunate that millions upon millions of Americans are in the dark regarding financial matters. Those that have already built wealth can hire a financial advisor or wealth manager to make financial decisions on the client's behalf. These services require at least $100,000 - 250,000 in assets and typically charge a fee of 1-2% of your assets annually. Most of the time, these advisors will put you in low cost index funds that track the market giving you average performance over time.
Brick House Strategies was created for anyone in need of financial direction, but is particularly recommended for Millenials looking for financial guidance. Those in the early to mid stages of their career paths know that it is important to begin taking control of their finances but don't know where to start. It is likely some have tried, but have been burned by following bad advice from less experienced social media commentators. As someone with 30+ years of experience, investing Billions of Dollars for clients around the world, I can help educate and elevate those that can and want to do it themselves but need a little help.
Also relevant for anyone invested in a company 401k / profit sharing plan, or their own IRA, who need help in choosing the proper allocations to maximize risk adjusted returns.
Brick House Strategies provides investment education and guidance pertaining to the following concepts:
- The Power of Compounding
- Long Term Investing
- Risk Management
- Tax Efficiency
- Stock Selection
- Market Dynamics
- 401k / IRA / 529 Plan Allocations
- Yield and Income Alternatives
Why Brick House Strategies?
It is unfortunate that millions upon millions of Americans are in the dark regarding financial matters. Those that have already built wealth can hire a financial advisor or wealth manager to make financial decisions on the client's behalf. These services require at least $100,000 - 250,000 in assets and typically charge a fee of 1-2% of your assets annually. Most of the time, these advisors will put you in low cost index funds that track the market giving you average performance over time.
Brick House Strategies was created for anyone in need of financial direction, but is particularly recommended for Millenials looking for financial guidance. Those in the early to mid stages of their career paths know that it is important to begin taking control of their finances but don't know where to start. It is likely some have tried, but have been burned by following bad advice from less experienced social media commentators. As someone with 30+ years of experience, investing Billions of Dollars for clients around the world, I can help educate and elevate those that can and want to do it themselves but need a little help.
Also relevant for anyone invested in a company 401k / profit sharing plan, or their own IRA, who need help in choosing the proper allocations to maximize risk adjusted returns.
Brick House Strategies was created for anyone in need of financial direction, but is particularly recommended for Millenials looking for financial guidance. Those in the early to mid stages of their career paths know that it is important to begin taking control of their finances but don't know where to start. It is likely some have tried, but have been burned by following bad advice from less experienced social media commentators. As someone with 30+ years of experience, investing Billions of Dollars for clients around the world, I can help educate and elevate those that can and want to do it themselves but need a little help.
Also relevant for anyone invested in a company 401k / profit sharing plan, or their own IRA, who need help in choosing the proper allocations to maximize risk adjusted returns.
Brick House Strategies provides investment education and guidance pertaining to the following concepts:
- The Power of Compounding
- Long Term Investing
- Risk Management
- Tax Efficiency
- Stock Selection
- Market Dynamics
- 401k / IRA / 529 Plan Allocations
- Yield and Income Alternatives