Brave New Wealth

Brave New Wealth provides investment management and financial planning to individual clients — including high-net-worth individuals — as well as trusts, estates, charitable organizations, business entities, pension plans and clients with cross‑border or foreign‑currency considerations. Services are offered on discretionary, non‑discretionary and advisory‑only bases and include one‑time and ongoing financial planning, as well as management of held‑away retirement accounts through a third‑party platform.

The firm employs a core/satellite approach that combines broadly diversified, factor‑tilted core allocations with satellite positions in alternatives and targeted return enhancers, informed by both fundamental and quantitative analysis. It implements a range of derivatives‑based tools and structured approaches — including option collars, protective‑put spreads, box‑spread strategies, options‑embedded ETFs, direct indexing via sub‑advisors, and a limited satellite allocation to a bitcoin exchange‑traded product — to manage concentrated positions and tax or liquidity objectives.

Distinctive features include operation as a single‑principal advisory practice with a small client base and roughly $130 million in discretionary assets under management, and an expanded service model that bundles investment management with financial planning under tiered flat‑fee engagements (with legacy clients remaining on AUM schedules). The firm also uses synthetic borrowing and other derivatives within separately managed sleeves (implemented directly for clients rather than through sub‑advisors) — a practice that is uncommon among similarly supported firms — and relies on a small set of recommended custodial and technology partners for account administration and held‑away plan management.