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Douglas B

CFA®, Series 63

Centerbrook, CT

Brenneman Investment Adviser, LLC

Douglas Brenneman is the sole advisor at Brenneman Investment Adviser, LLC, located in Centerbrook, CT. He holds the CFA® designation and Series 63 license, with 21 years of industry experience. He has led Brenneman Investment Adviser since 2004. Brenneman Investment Adviser, LLC offers discretionary and non-discretionary investment management and financial planning to individual investors and small business clients. The firm employs a disciplined, active money-management approach, combining tactical and strategic asset allocation with diversification across multiple asset classes, and provides specialized services such as a "Fund Only" option for employer-sponsored retirement plans.

Active portfolio management Options & derivatives strategies
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