Brusca & George Private Wealth Consulting Group follows a process-driven approach to building and managing your investment portfolio. Richard D. Brusca, Private Investment Management (PIM®) Portfolio Manager can conduct a detailed analysis of companies, industries and sectors to construct risk-managed investment portfolios. The PIM® program offers the ability to hold concentrated positions in addition to tactically maintain up to 25% in cash.
Based on your investment needs, we can also utilize portfolio managers with specific expertise in order to provide diversification and develop strategies that seek to further control risk. We evaluate and monitor each third party manager’s investment strategy against its peers in an effort to ensure due diligence.
Your overall portfolio strategy will be customized to meet your plan objectives in an effort to reduce the risk required to meet your goals. Management of the risks associated with equities, fixed-income, alternative investments, among other investment vehicles can be an intricate part of your Financial DNA.
Based on your investment needs, we can also utilize portfolio managers with specific expertise in order to provide diversification and develop strategies that seek to further control risk. We evaluate and monitor each third party manager’s investment strategy against its peers in an effort to ensure due diligence.
Your overall portfolio strategy will be customized to meet your plan objectives in an effort to reduce the risk required to meet your goals. Management of the risks associated with equities, fixed-income, alternative investments, among other investment vehicles can be an intricate part of your Financial DNA.
The [Quantitative Choice / Fundamental Choice / PIM] program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
Since no one investment program is suitable for all types of investors, this information is provided for informational purposes only. We need to review your investment objectives, risk tolerance and liquidity needs before we introduce suitable investment programs to you. Fees for Advisory programs include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee per calendar to maintain these types of accounts. Advisory accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for Advisory Programs varies.
Since no one investment program is suitable for all types of investors, this information is provided for informational purposes only. We need to review your investment objectives, risk tolerance and liquidity needs before we introduce suitable investment programs to you. Fees for Advisory programs include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee per calendar to maintain these types of accounts. Advisory accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for Advisory Programs varies.