Tom Brakke, CFA, is a consultant, writer, and investment advisor. He offers a variety of investment advisory services to a limited number of clients.
Among those services are second opinions, portfolio analyses, due diligence on specific investments, manager selection, education, and investment policy analysis.
All advice given by Tom is customized to the goals and circumstances of an individual, family, or organization according to their unique financial situation.
That advice is built on the foundation of a diverse three-decade career in the investment business, during which Tom has been an analyst, portfolio manager, director of research, creator of investment products, and professor. His primary business is providing advice to investment organizations on design, investment process, and decision making. Clients include asset managers, advisory firms, research firms, and institutional asset owners like endowments, foundations, and pension plans.
Tom’s work is defined by independence, deep analysis, and creativity. He proudly adheres to the CFA Institute Code of Ethics and Standards of Professional Conduct.