BRAUN-BOSTICH & ASSOCIATES INC.

Overview

Braun-Bostich & Associates Inc. is an independent registered investment adviser focused on serving individual and family clients. The firm operates as a capital allocator, blending fee-based portfolio management and financial planning. Their reported activity shows a clear preference for equity-centric solutions delivered primarily through exchange-traded instruments, while maintaining tactical exposure to fixed income and liquid alternatives. Investment activity centers on discretionary portfolio management—most assets are managed on a discretionary basis—combined with selection of third-party advisers when client needs or strategy complexity require outside managers. The firm does not emphasize ESG investing and offers both percentage-of-AUM and fixed-fee billing options. Service lines include financial planning, portfolio management for individuals and small businesses, pension consulting, and manager selection, indicating a multi-faceted advisory approach that can include outsourced manager relationships.

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Location & Offices