SYSTEMATIC PORTFOLIO MANAGEMENT
REGISTERED INVESTMENT ADVISOR
FAMILY OFFICE SERVICES

Table
of Contents

Overview
Investment Process
  • Equity Portfolios
  • Balanced Portfolios
  • Mutual Funds
Fee schedule
Vitae
Current
  Commentary
  by Dennis M.
  O'Connor
 •Brae Head Total
  Return
  Performance
Contact Us
Employment
  Opportunities
Tel: (413) 746-3700
     (888) 932-3300
Fax: (413) 746-3419

Copyright © 1998 - 2016
Brae Head, Inc.

An Overview of Brae Head, Inc.

Brae Head, Inc. is a Registered Investment Adviser serving clients nationwide. On a fee basis Brae Head manages fully discretionary equity, balanced, fixed-income and mutual fund portfolios for individuals, families, institutions and businesses. The president and chief investment officer of Brae Head is Dennis M. O'Connor.

The Brae Head investment philosophy is to build and protect purchasing power over time. Our core focus is to manage and mitigate the systematic risk associated with participation in securities markets, and the non-systematic risk unique to any specific security.


Each Brae Head portfolio is individually managed. There are no pooled accounts. Each client's risk exposure and tax profile are closely monitored.


Custody of clients' portfolio securities is at the discretion of the client. Upon request Brae Head will recommend a specific, well qualified broker-dealer for executing client transactions and maintaining a suitable custodial account. A client relationship with Brae Head is only established after extensive interviewing and review of the client questionnaire.


In consideration of its clients' needs Brae Head provides family office services including record-keeping, payment collection, regular income disbursement, family financial counseling, and trusteeship. Brae Head coordinates for its clients the counsel of their accountants, attorneys and insurance advisers. When requested Brae Head offers referrals to clients for suitable counselors.