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Make Good Decisions

Make Good Decisions

Contact Us

1031 S. Caldwell St., Ste. 200
Charlotte, NC 28203
Phone: (704) 377-0261

1031 South Caldwell Street

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Annual Reports & Proxies

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Investment Philosophy

Portfolio Managment Team
The Portfolio Management Team
Beth Tumblison, Benton Bragg, Suzanne Wittebort,
Steve Scruggs, Ben Rose and Matt DeVries

Bragg Financial Advisors adheres to a strict investment discipline in the construction of portfolios of stocks, bonds and mutual funds for its clients. This discipline emphasizes diversification, long-term holding periods, fundamental analysis and risk-adjusted returns.

Investment Strategy and Target Portfolio Allocations are developed by the Bragg Financial Investment Policy Committee. This committee, made up of research analysts and portfolio managers, analyzes each security being considered for inclusion in the portfolio.

Each portfolio is managed individually according to a written Investment Policy Statement that is personalized for each client. Investment allocations within the portfolio appropriately reflect each client's tolerance for risk, tax circumstances and liquidity needs.