Mandan, ND Office

Briaud Financial Advisors works with individual clients — including high‑net‑worth individuals — and trusts to provide investment supervisory services (individual portfolio management) and comprehensive financial planning, including retirement rollover guidance and non‑securities planning support. The firm delivers written financial plans and ongoing account reviews and manages accounts on both discretionary and non‑discretionary bases.

Investment decision‑making is driven by a macroeconomic framework augmented with technical analysis, and the firm employs long‑ and short‑term strategies, mutual funds, limited partnerships, covered‑call options, and other instruments as appropriate to client objectives and tax considerations. The brochure describes detailed valuation and reconciliation procedures for illiquid and alternative holdings (manual price sourcing, fund‑reported fair values, and capital distribution updates), indicating how pooled and private investments are incorporated into client portfolios.

Several features distinguish Briaud from many peers: the firm’s disclosures show prior involvement managing the BFA Alternatives Fund and describe its role as paid investment manager on client trusts when National Advisors Trust serves as trustee, which signals experience with pooled vehicles and private fund arrangements. The brochure also documents custodial and platform relationships that provide operational support, and the firm’s practices include the use of client testimonials in advertising and explicit policies for valuing limited partnerships and other private‑fund interests.