Brave New Wealth

Brave New Wealth provides investment management and financial planning to individuals, high net worth clients, trusts and estates, charitable organizations, corporations and pension/profit‑sharing plans, and foreign entities with a U.S. nexus. The firm delivers discretionary management, non‑discretionary management with trading authorization, and advisory/OCIO services, and may engage third‑party Sub‑Advisors or provide one‑time and ongoing financial planning (including through third‑party sponsored programs).

The firm uses a core/satellite investment framework that combines passive institutional and factor‑tilted (smart‑beta) core allocations with satellite exposures such as managed futures, private investments, and liquid alternatives. For certain clients it implements derivatives and options strategies — including box‑spread structures to create synthetic borrowing in separately managed accounts and recommendations of options‑embedded ETFs — and uses Sub‑Advisors for specialized execution and strategy allocations.

Compared with many peers, Brave New Wealth discloses active management relationships with charitable and institutional clients and explicit capability to advise on cross‑border, multi‑currency situations. The firm recently introduced a comprehensive flat annual fee model delivered across three service tiers, documents that Sub‑Advisor fees are billed separately, and uses third‑party platforms (including a held‑away retirement account technology provider) as part of its service delivery.