Barron's named Debra as one of the Top 100 Woman Financial Advisors in the U.S. for four straight years: 2006, 2007, 2008, and 2009.1
Registered Rep Magazine named Debra Brede as One of America's Top 100 Independent Advisors in 2007, 2008, and 2009.2
Bloomberg 7/31/08 Debra was interviewed for an article on Bloomberg News. Read the article.
CNBC 4/3/09 Interview on The Kudlow Report. Watch Interview Debra was interviewed on CNBC's Squawk Box. Watch Interview CNBC 7/18, 8:30pm, High Net Worth Weblink . Watch Interview
WBZ 9/30, 5pm, Credit Crunch. Watch Interview
FOX 10/8, 5pm, 401k Do's and Dont's. Watch Interview
Commencement Speech See Debra give the Commencement Speech at Pennsylvania State - Fayette Campus. Watch the Video
Read more in our In the News section >>>
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The Secret About Social Security: Many people believe that once they hit age 62, they should begin receiving social security benefits. Others have been advised to wait as long as possible before drawing distributions.
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Last Updated: 02/08/10
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Welcome to D.K. Brede Investment Management Company, Inc., online. We are an independent financial firm that has been helping people establish and maintain their long-term financial goals since 1989.
D.K. Brede Investment Management Company partners with you to develop a course of action based on your values, comfort level, current situation, and timeline. If you don't understand something, we want to explain it to you. If you're not sure about a particular investment, we'll tell you why we think it would work for you. Or we'll find an alternative you can be comfortable with. We think you'll agree that our way is anything but impersonal.
We invite you to explore our Web site to get to know us better.
If you're a current client, you'll find links to access your account, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor (the kind we like!).
If you're not currently acquainted with our firm, we've established this Web site as a way for you to get to know us and understand how we can help you get to that point where you don't have to worry about whether your money is doing right by you.
We appreciate your interest in D.K. Brede Investment Management Company, Inc., and look forward to serving you.
Sincerely,
Debra Brede President
D.K. Brede Investment Management Company, Inc. 1253 Highland Avenue Needham, MA 02492 781-444-9367
1.As identified by the Winner's Circle, a securities-industry research and consulting concern. The advisors, the firm says, follow the industry's best practices and have some of its biggest books of business. The scoring system assigns a value of 100 to the top advisor, then calculates the others by comparing each advisor with the No. 1 finisher in terms of assets under management, revenue generated, and other factors. In honor of confidentiality agreements with the firms, revenue figures are not shown in the table. Total assets are those of each adviser's team and include both assets held at the firm and those held elsewhere but overseen by the team. Institutional assets are given less weight in scoring.
2.Definitions & Methodology: Advisors are ranked strictly by assets under management, through 60% of those assets must belong to retail, as opposed to institutional, clients. If the advisor is a member of a team, he must be the founder or leader of that team.
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