On Your Side, On Your Team

Working with a registered investment advisor may be a new experience for most people. The concept of a fiduciary to serve as an advocate for your interests and goals isn't a new idea, but it is gaining much more attention since the onset of the financial crisis in 2008. To us, its a creeping recognition that the tradtional mechanisms of delivering financial and customer service in the industry may no longer be the only - or best - way of helping customers reach their long-term goals.

For many investors, a registered investment advisor can become a valued member of the "team". Along with other professional providers - like lawyers or accountants - an investment advisor may add valuable perspective and expertise. At Breakwall, our focus on continuous management of your assets means that you can rest assured that your money is being managed even when you are concentrating on everything else. 

 

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Professional Asset Management for Your Investment Portfolio

We work with you to design a portfolio that reflects your investment needs, preferences, and goals. Then, we manage that portfolio so it is consistently aligned with what you want your assets to accomplish. We deliver this with a combination of professional expertise and personal service that is usually unavailable to individual investors and smaller institutions.

Breakwall Asset Management, LLC is a New York State Registered Investment Advisor. Specifically, we:

  • Design
  • Implement, and 
  • Continuously Manage

custom investment porfolios for individuals, IRAs, trusts, and not-for-profit endowments. We act as a fiduciary on your behalf, and operate on a fee-only basis.

We hope our website adequately explains the multiple advantages of working with Breakwall. Please contact us with any questions or comments at any time. We're always happy to talk! 

 

 This website is for informational purposes only. Prospective clients will be provided with an ADV Part II Brochure, part of the regulatory filings of the firm. Only after careful review of the disclosures in that document should a client consider engaging the investment advisor. A copy of the most recent filing is provided free of charge to clients on an annual basis, or to prospective clients prior to entering a business relationship.

Use of the phrase "registered investment advisor" does not imply a certain level of skill or training. 

Additional information about Breakwall Asset Management, LLC is available on the SEC's website at www.adviserinfo.sec.gov