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Services > Wealth Management > Services
Braver Wealth Management Services
Diversified Assets
A conservative investment program where preservation of capital is one of the principal objectives. All accounts are monitored daily and, based on probabilistic computer models, Braver positions the money among a wide variety of market sectors (money markets and various types of bond and equity mutual funds such as large cap, small cap, real estate, etc.). Generally no more than 40% of an account will be invested in any one equity fund and no more than 60% of an account will be invested in any one bond fund.
| Year |
Braver Gross Return |
Braver Return After Performance Fee |
Braver Return After Fixed Fee |
Balanced Funds |
S & P 500 Index Total Return |
Lehman Bros. Gov't/Corp Bond Index |
| 1986 |
29.8% |
22.3% |
28.6% |
16.6% |
18.7% |
15.6% |
| 1987 |
16.7% |
15.8% |
15.6% |
2.5% |
5.3% |
2.3% |
| 1988 |
14.5% |
14.0% |
13.4% |
13.0% |
16.6% |
7.6% |
| 1989 |
16.5% |
15.7% |
15.4% |
18.9% |
31.7% |
14.2% |
| 1990 |
5.9% |
5.4% |
4.9% |
-0.2% |
-3.2% |
8.3% |
| 1991 |
15.7% |
15.1% |
14.6% |
25.8% |
30.4% |
16.1% |
| 1992 |
9.4% |
8.9% |
8.4% |
7.8% |
7.6% |
7.6% |
| 1993 |
12.9% |
12.4% |
11.8% |
11.0% |
10.1% |
11.0% |
| 1994 |
-0.6% |
-1.1% |
-1.6% |
-2.9% |
1.3% |
-3.5% |
| 1995 |
11.1% |
10.6% |
10.0% |
25.1% |
37.6% |
19.2% |
| 1996 |
11.8% |
11.2% |
10.7% |
13.2% |
23.0% |
2.9% |
| 1997 |
14.3% |
13.7% |
13.2% |
18.8% |
33.3% |
9.8% |
| 1998 |
10.1% |
9.5% |
9.0% |
11.4% |
28.6% |
9.5% |
| 1999 |
31.2% |
23.0% |
30.0% |
8.3% |
21.0% |
-2.2% |
| 2000 |
-1.6% |
-2.1% |
-2.6% |
1.7% |
-9.1% |
11.8% |
| 2001 |
4.2% |
3.7% |
3.2% |
-3.9% |
-11.9% |
8.3% |
| 2002 |
-4.7% |
-5.2% |
-5.7% |
-11.3% |
-22.1% |
11.0% |
| 2003 |
19.8% |
17.3% |
18.6% |
18.6% |
28.7% |
4.7% |
2004 |
1.3% |
0.8% |
0.3% |
7.7% |
10.9% |
4.2% |
| 2005 |
-0.1% |
-0.6% |
-1.1% |
4.4% |
4.9% |
2.4% |
| 2006 (9 Mos) |
6.4% |
5.9% |
5.3% |
5.7% |
8.5% |
3.0% |
| Avg Ann Return |
10.4% |
9.2% |
9.4% |
8.8% |
11.9% |
7.7% |
| As of September 30, 2006 |
Accounts Under Diversified Program: |
159 |
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Assets Under Diversified Program: |
20.8% |
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Percentage of Braver's Total Discretionary Assets |
$46.6 Million |
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