Firm News

April 1, 2020

Morningstar Assigns Highest Ratings to Queens Road Funds

Morningstar has assigned a Gold Quantitative Rating™ and a 5-star Overall Morningstar Rating™ to the […]
September 26, 2019

Bragg Financial Partners with PBS Charlotte for Estate Planning Workshop

WTVI estate planning workshop on October 17, 2019, brings together legal, tax, and experts to […]
August 21, 2019

Forbes and Steve Scruggs talk taking profits

Queens Road Funds portfolio manager Steve Scruggs talks taking profits with Forbes contributor Lawrence Carrel. Read […]
June 30, 2019

Frank Bragg Awarded the Order of the Long Leaf Pine

May 21, 2019—Long-time community supporter J. Frank Bragg, Jr., was awarded the Order of the […]
June 28, 2019

Bragg included in Financial Times list of top US registered investment advisers

Bragg Financial is pleased to be included in the Financial Times FT 300 list of […]
April 26, 2019

Bragg included in CBJ list of Charlotte’s largest wealth management firms

Bragg Financial is pleased to be included again in the Business Journal’s list of largest […]
April 25, 2019

Charlotte Business Journal: How financial-advisory firms in Charlotte are planning for their own future.

Benton Bragg, president and CEO of Bragg Financial, was recently interviewed by the Charlotte Business Journal. […]
March 14, 2019

Run with the Bragg Team!

Join the Bragg team Friday, May 10 for the Right Moves for Youth Twilight 5K! Charlotte’s […]
March 6, 2019

Kiplinger highlights Queens Road Small Cap Value Fund for performance during 4th quarter 2018 volatility.

Visit or download a prospectus. Investment return and principal value will fluctuate, so that shares may be […]