Leonard Brecken - Investment Advisor/ Portfolio Manager

www.breckencapitaladvisors.com

Brecken Capital Advisors, LLC is a fee only registered investment advisor in the state of NC. Brecken Capital Advisors, LLC offers seamless portfolio management & financial planning for the sophisticated investor who's goal is protect & growth assets by actively managing risk. Our motto is: SMARTER INVESTING FOR SOPHISTICATED INVESTORS. Sophisticated investors demand performance and hands on active money management. At BCA we don't sit on our hands as the investing climate changes nor outsource the investment of your money. We believe in portfolio management not sales. Our portfolio management is driven by utilizing 7 proprietary model portfolio in which we measure COST & PERFORMANCE to build trust with our clients. Further, we develop detailed financial plans, that utilize our consultancy expertise in enhancing cash flow for business so as to achieve financial goals.

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Brecken Capital Advisors, LLC is a fee only registered investment advisor in the state of NC. Brecken Capital Advisors, LLC offers seamless portfolio management & financial planning for the sophisticated investor who's goal is protect & growth assets by actively managing risk. Our motto is: SMARTER INVESTING FOR SOPHISTICATED INVESTORS. Sophisticated investors demand performance and hands on active money management. At BCA we don't sit on our hands as the investing climate changes nor outsource the investment of your money. We believe in portfolio management not sales. Our portfolio management is driven by utilizing 7 proprietary model portfolio in which we measure COST & PERFORMANCE to build trust with our clients. Further, we develop detailed financial plans, that utilize our consultancy expertise in enhancing cash flow for business so as to achieve financial goals.

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Country

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State

North Carolina

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City (Headquarters)

Charlotte

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Employees

1-10

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Founded

2019

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  • President

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  • Portfolio Manager / Investment Advisor / Equity Analyst

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  • Investment Management

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  • Security Manager and Advisor

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