THE BREIT GROUP

Overview

The Breit Group is an independent registered investment adviser organized as a limited liability company and operating with a client mix of individuals, families and institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model combines percentage-of-AUM billing with fixed fees, and the adviser identifies itself as an active ESG investor, incorporating environmental, social and governance factors into manager selection and security-level decisions. Investment activity is weighted toward publicly traded equities, with exchange-traded positions representing the single largest asset class on the books. The firm uses both discretionary mandates and non-discretionary relationships, and it works through retail custodians to implement portfolios. The Breit Group also maintains an affiliation with an insurance company, which can influence product availability and client solutions around insurance-linked investments and annuities.

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Public Holdings

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Location & Offices