A complete list of active advisors currently associated with Breachway Investments, LLC

Warmer can help you find a great advisor at Breachway Investments, LLC or one who fits your needs even better.

Breachway Investments provides discretionary and non-discretionary asset management, financial planning, and ERISA retirement-plan services, including acting as a limited-scope 3(21) fiduciary. Its client base includes individuals and high-net-worth households as well as charitable organizations and retirement plans. Portfolios are constructed around documented client goals, time horizons, and risk tolerances and implemented through asset-allocation frameworks (strategic, dynamic, tactical, or core-satellite) using ETFs, fixed income, options and other instruments. The firm conducts periodic (typically quarterly) reviews, monitors for rebalancing and tax-loss harvesting opportunities, and documents client-imposed restrictions in each client file. Compared with many independent advisers, the firm’s practice includes serving charitable and institutional clients and providing pension consulting and ERISA plan services in addition to individual wealth management. It also holds free educational seminars and workshops and, notably, may use borrowing in separately managed accounts and occasionally cross client bond positions to manage execution and liquidity—practices that are less common among peers.

To learn more about the advisors currently working at Breachway Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Joseph Curran	Charlestown, RI	27

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