Brevity & Associates

Brevity & Associates works with individuals as well as a range of entities — including businesses, trusts, foundations and charitable organizations — providing discretionary portfolio management and standalone financial planning across retirement, estate, tax/cash‑flow, education and insurance matters. As with many independent advisers, it delivers investment management on an asset‑based fee basis and offers planning engagements on fixed‑fee or hourly terms.

The firm emphasizes equity‑focused allocations implemented through mutual funds, ETFs, individual stocks and bonds, and combines fundamental and technical analysis within a generally buy‑and‑hold framework while employing dollar‑cost averaging. It may also use options strategies, REITs and private placements to broaden diversification, and typically operates with discretionary trading authority to execute the agreed investment plan.

Noteworthy features include a principal who holds the CFP® designation and an MBA and who follows the CFP Board’s six‑step planning process for client engagements, reflecting an explicit planning framework alongside portfolio management. The firm’s occasional use of options and private placements and its stated willingness to advise a variety of client types (businesses, endowments, estates) are less common among similarly sized independent advisers.