Individuals and families
“People don’t care how much you know until they know how much you care.”
When Brett Haire and Dave Bunting started BRAVE Family Advisors in 1992, they were the primary customers. They founded the company to manage their own money.
Fast forward to today, and we provide investment and wealth management services to approximately 100 individuals and families, and that number is growing, largely by word of mouth.
Our clients seem to appreciate our straightforward way of dealing with them and our lack of pretense. Brett has aptly described our approach as:
“We’re small, we’re focused, we give a damn.”
BRAVE Family Advisors currently serves in an investment management and stewardship capacity for various nonprofit organizations. We seek to help them pursue the missions of their organizations by wisely investing their endowments.