BRAVER WEALTH Overview

Braver Wealth Management Llc is an investment advisor that manages 894.4 MM dollars in regulatory AUM and has 21 employees, of which 15 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 597MM in positions, representing 67% of the manager's regulatory AUM.

BRAVER WEALTH StockAlpha

-2.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BRAVER WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVV 11.6% ETF 1.54% -0% 0 9%
IEFA 4.4% ETF -4.3% -0.26% 0 4%
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FEATURED IN
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BRAVER WEALTH Founders and Key Employees

Name Title In Position Since
Judith D. Ludwig Co-Managing Member And Vice President April-2008
Joseph B. Ludwig Co-Managing Member And Managing Director May-2008
James M. Philbin Co-Managing Member And Executive Vice President April-2008
Dennis S. Pellecchia Co-Managing Member And Treasurer April-2008
Patrick B. Riley Co-Managing Member April-2008
Andrew P. Griesinger Chief Quantitative Officer January-2006
David J. D'Amico Co-Managing Member President And Chief Market Strategist April-2008
Christopher M. Stevens Director March-2006
Russell H. Lightman Director March-2006
Joel H. Berenson Director March-2006
Brian J. Durkin Chief Compliance Officer March-2015

BRAVER WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

BRAVER WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. BWM shall utilize the following methods of security analysis:
 Fundamental – (analysis performed on historical and present data, with the goal of making financial forecasts);
 Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices); and
 Proprietary Computer Modeling – (proprietary strategies are designed to reduce portfolio risk through computer models that track various market technical
indicators and trends).

BWM shall utilize the following investment strategies when implementing investment advice given to clients:
 Long Term Purchases (securities held at least a year)
 Short Term Purchases (securities sold within a year)
 Trading (securities sold within thirty (30) days)

Please Note: Investment Risk. Investing in securities invol...
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BRAVER WEALTH Portfolio Concentration

BRAVER WEALTH Location

117 KENDRICK STREET
SUITE 800
NEEDHAM, Massachusetts
UNITED STATES, 02494

BRAVER WEALTH Contact Information

Phone Number: 617-969-0223
Fax Number: 617-969-0224
Website:

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