An investment expert

wholly dedicated to you


At D.K. Brede, we don't believe in using investor profiles as a guide to servicing your investment needs. As with a fine suit, the care and attention to detail with which we craft your investment strategy is reflected in how well it fits you. Every individual plan we create has the long-term objectives of your life as its primary focus. We want to be as excited about your dreams as you are, and our task is to show you how best to realize them.

Development of an overall investment plan for you is based on a financial analysis that encompasses the following factors:

  • Assessment of your tolerance for investment risk
  • Development of a meaningful, realistic investment objective
  • Determination of appropriate investment time horizons
  • Identification of available resources
  • Analysis of existing investment assets
  • Development of a portfolio rate-of-return objective

Our financial analysis provides the basis for the allocation of investment assets.

An offering that's comprehensive and monitoring that's continuous
Our investment management program, which we offer through Commonwealth, includes:

  • Purpose-driven asset allocation models
  • Portfolio structure
  • Securities selection
  • Portfolio monitoring with continuous needs-based examinations

Each holding in your privately managed portfolio is selected to target the specific financial goals of your plan. Your assets are managed with a consistent focus on discipline as the key to pursuing successful investment results over time. They may include:

  • Common and preferred stocks
  • Municipal bonds
  • Government and corporate bonds
  • Brokerage CDs
  • Mutual funds
  • Closed-end funds
  • Exchange-traded index funds
  • Real estate investment trusts (REITs)
  • Hedge funds

Specialized expertise on demand
We can also offer you access to top institutional managers who provide the highest level of skill and service. Our strategic alliances allow you to tap into the expertise of specialists (who generally require a minimum investment of $5 million to $100 million) without the restrictions of any separate account minimums.