BRAE HEAD, INC.

Overview

Brae Head, Inc. is an independent registered investment adviser operating as a corporation that serves both individual and family clients and institutional mandates. The firm bills on a percentage-of-assets basis and provides financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Brae Head does not position itself as a multi-state adviser or a capital allocator; instead it manages client portfolios directly and takes discretionary authority over the vast majority of assets. Investment preference at the firm leans strongly toward equities, with a stated preference for exchange-traded instruments. The firm is not an active ESG investor. Given the mix of services (financial planning through institutional pension consulting), Brae Head likely blends long-term growth equity exposure with liability-aware mandates for institutional clients and tailored planning for high-net-worth households.

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Location & Offices