Bray Capital Advisors, LLC focuses on providing customized investment management solutions designed and implemented according to each client’s unique circumstances. Every investment strategy is aligned with our client’s best interests and tailored to their financial goals and objectives. We have the capability to meet our client’s needs by using proprietary portfolio management, open architecture (separately managed third-party investment managers) and hybrid approaches.
Personal Financial Planning
Bray Capital Advisors, LLC provides comprehensive personal financial planning for clients including short-term and long-term, retirement cash flow and asset accumulation planning, liability management and risk management planning. Our personal financial planning services are an integral element of the overall wealth management relationship that we have with each client.
Tax and Estate Planning
Bray Capital Advisors, LLC provides a variety of tax, financial, and estate planning services for our clients. Each family has a dedicated team of professionals working together to integrate and oversee every aspect of our client families’ financial situations.
We understand that trustee selection is a difficult choice for many clients. Most clients lean toward selecting a trusted friend or family member when choosing a trustee. However, a trustee’s duties can be extensive. Most states have adopted the Uniform Trust Code, which establishes statutory criteria for a trustee in the performance of his or her duties. For an individual trustee, navigating statutory requirements related to the performance of a trustee’s fiduciary duties can be a daunting task. Bray Capital Advisors, LLC can help by providing clients with comprehensive trustee support services.