REGISTERED INVESTMENT ADVISOR FAMILY OFFICE SERVICES Contact us at the address and phone numbers below. 16 Saybrook Road, Essex, CT 06426 Tel: 413-746-3700 • 888 …

Table of Contents •Overview •Investment Process Equity Portfolios; Balanced Portfolios; Mutual Funds •Table of Fees for Services •Vitae •Current Commentary by Dennis M. O'Connor •Brae …

Website: www.braehead.com Contact: Dennis M. O’Connor, President and Chief Investment Officer at Inc. This brochure provides information about the qualifications and business …

Website: www.braehead.com Contact: Dennis M. O’Connor, President and Chief Investment Officer This brochure provides information about the qualifications and business practices of …

Notes: Brae Head, Inc. is a registered investment advisor. Returns are all time-weighted, net of advisory fees. "Unweighted" return is the sum of all portfolios rates-of-return divided by the …

SYSTEMATIC PORTFOLIO MANAGEMENT REGISTERED INVESTMENT ADVISOR FAMILY OFFICE SERVICES. Table of Contents •Overview •Investment Process Equity Portfolios; …

This does not address indirect, though guaranteed, debt or other unfunded, but guaranteed, federal obligations. Examine the ten year benchmark U.S. Treasury.

Every one of these companies has been or still is a widely-held darling of institutional or private client money managers. What else do they have in common?

Jan 27, 2017 · The former was dramatically more volatile year-to-year, the latter smoothed by government transfers and controls created in the 1930’s, and by an expansive Federal …

Table of Contents •Overview •Investment Process Equity Portfolios; Balanced Portfolios; Mutual Funds •Table of Fees for Services •Vitae •Current Commentary by Dennis M. O'Connor •Brae …