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Services > Wealth Management > Services
Braver Wealth Management Services
Investment Services
A conservative investment program with preservation of capital as one of its principal objectives. All
accounts are monitored weekly and, based on probabilistic computer models, Braver positions the
money in money market, bond and/or equity funds.
| Year |
Braver TAP |
Braver Return After Fee |
Balanced Funds |
S & P 500 Total Return |
Lehman Bros Gov't/Corp Bond Index |
1986 |
16.6% |
15.5% |
16.6% |
18.7% |
15.6% |
| 1987 |
23.8% |
22.6% |
2.5% |
5.3% |
2.3% |
| 1988 |
7.3% |
6.3% |
13.0% |
16.6% |
7.6% |
| 1989 |
22.4% |
21.2% |
18.9% |
31.7% |
14.2% |
| 1990 |
3.2% |
2.1% |
-0.2% |
-3.2% |
8.3% |
| 1991 |
25.0% |
23.8% |
25.8% |
30.4% |
16.1% |
1992 |
6.8% |
5.8% |
7.8% |
7.6% |
7.6% |
| 1993 |
10.5% |
9.4% |
11.0% |
10.1% |
11.0% |
| 1994 |
-1.1% |
-2.0% |
-2.9% |
1.3% |
-3.5% |
| 1995 |
23.6% |
22.4% |
25.1% |
37.6% |
19.2% |
| 1996 |
14.5% |
13.4% |
13.2% |
23.0% |
2.9% |
| 1997 |
14.1% |
13.0% |
18.8% |
33.3% |
9.8% |
| 1998 |
17.8% |
16.7% |
11.4% |
28.6% |
9.5% |
| 1999 |
10.2% |
9.2% |
8.3% |
21.0% |
-2.2% |
| 2000 |
3.4% |
2.4% |
1.7% |
-9.1% |
11.8% |
| 2001 |
1.5% |
0.5% |
-3.9% |
-11.9% |
8.3% |
| 2002 |
-6.4% |
-7.3% |
-11.3% |
-22.1% |
11.0% |
| 2003 |
19.8% |
18.6% |
18.6% |
28.7% |
4.7% |
| 2004 |
7.2% |
6.1% |
7.7% |
10.9% |
4.2% |
| 2005 |
1.3% |
0.3% |
4.4% |
4.9% |
2.3% |
| 2006 (9 Mos) |
5.0% |
4.2% |
5.7% |
8.5% |
3.0% |
| Avg Ann Return |
10.6% |
9.5% |
8.8% |
11.9% |
7.7% |
| As of September 30, 2006 |
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| Accounts Under Tactical Allocation Program: |
87 |
| Assets Under Tactical Allocation Program: |
$24.7 Million |
| Percentage of Braver's Total Discretionary Assets: |
11.0% |
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