The Braemar Model

“The challenge in creating Braemar was to make sure we provided all of the benefits of a large investment firm, but the attention to detail and exemplary service found in a smaller, boutique-type setting. Once outside of the ‘financial supermarket’ model, we were able to meet with an open universe of providers and suppliers and determine who would help us best execute this concept- Can we provide access to a global range of capital markets and opportunities for our clients? What vendors would help us provide technology that would be easy for our clients to understand and navigate? How can clients track their own progress on the financial plans we had constructed for them? What creative ways could we provide seminars and get important information to clients? How could we reduce the wasteful and unnecessary amount of paperwork that is automatically generated and sent to the clients of other firms? The end result was beyond anything I could have imagined.”

Our Competitive Advantages

“Braemar exists because an opportunity to provide superior advice, strategy, and execution presented itself. We can seek multiple vendors for investments instead of running everything through a proprietary desk, allowing us to obtain superior pricing on many securities. We can enter into agreements with innumerable investment opportunities making more solutions available to investors with all types of risk tolerance. We use an independent broker dealer that does not trade for its own profit, eliminating the possibility of exposing our clients to risk on securities they themselves do not own. Because we have no proprietary products or constituencies to answer to, our clients can feel confident they are being presented with unbiased advice, and opportunities for investing being presented are being done so based solely on their merit and suitability.”


James T. O’Grady