Multiple strategies to meet multiple objectives

Brazos Capital offers seven risk-based strategies to meet our clients’ diverse objectives. We can also provide custom management within these portfolios to allow for specific needs such as liquidity and tax management.

Brazos Capital Portfolio 1    |    Core Fixed Income

The majority of this strategy invests in global fixed income and to a small extent global equity. Tactical allocation decisions will be applied at the broad asset class level first, and then within the various fixed income and equity market segments.

Click here to see the Core Fixed Income Portfolio Fact Sheet.



Brazos Capital Portfolio 2    |    Conservative

The strategy is globally diversified and will invest in risk‐appropriate mix of equity, taxable, and non‐taxable fixed income and alternative market segments. With a target allocation of 20% equity and 80% fixed income, portfolio allocation decisions will be applied at the broad asset class level first and then tactically within the various fixed income and equity market segments.

Click here to see the Conservative Portfolio Fact Sheet.



Brazos Capital Portfolio 3    |    Moderate

The strategy is globally diversified and will invest in risk‐appropriate mix of equity, taxable, and non‐taxable fixed income and alternative market segments. With a target allocation of 40% equity and 60% fixed income, portfolio allocation decisions will be applied at the broad asset class level first and then tactically within the various fixed income and equity market.

Click here to see the Moderate Portfolio Fact Sheet.



Brazos Capital Portfolio 4    |    Growth

The strategy is globally diversified and will invest in risk‐appropriate mix of equity, taxable, and non‐taxable fixed income and alternative market segments. With a target allocation of 60% equity and 40% fixed income, portfolio allocation decisions will be applied at the broad asset class level first and then tactically within the various fixed income and equity market.

Click here to see the Growth Portfolio Fact Sheet.



Brazos Capital Portfolio 5    |    Enhanced Growth

The strategy is globally diversified and will invest in risk‐appropriate mix of equity, taxable, and non‐taxable fixed income and alternative market segments. With a target allocation of 80% equity and 20% fixed income, portfolio allocation decisions will be applied at the broad asset class level first and then tactically within the various fixed income and equity market segments.

Click here to see the Enhanced Growth Portfolio Fact Sheet.



Brazos Capital Portfolio 6    |    All Cap Equity

Brazos Capital Core Fixed Income tactical ETF strategy is a global asset allocation portfolio that is managed consistent with the risk orientation of a conservative investor. The majority of this strategy invests in global fixed income and to a small extent global equity. Tactical allocation decisions will be applied at the broad asset class level first, and then within the various fixed income and equity market segments.

Click here to see the All Cap Equity Portfolio Fact Sheet.