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Welcome to the D.K. Brede Investment Management Company

Here you'll find a more individualized approach to wealth management, built upon an in-depth understanding of our clients, delivered by a team of experienced financial professionals, and led by a nationally recognized name in the industry.

Our principal, Debra K. Brede, a Barron's Hall of Fame Advisor, has more than 30 years of financial experience and, through Commonwealth Financial Network®, offers various securities and advisory services, including investment advising, financial planning, employee benefits planning, risk management, and investment services for high-net-worth individuals.

Debra K. Brede is ranked as one of the top industry advisors as seen in:

 

Barron's

Top 100 Woman Financial
Advisors in U.S.

2006, 2007, 2008, 2009, 2010, 2011, 2012,
2013, 2014, 2015, 2016, 2017, 2018, 2019

Forbes

America's Top
Wealth Advisors

2016, 2017, 2018, 2019

Financial Times

FT 400 Top Financial Advisors
2013, 2015, 2016, 2018

Barron's

Hall of Fame Advisor
2019

Forbes

Best-In-State
Wealth Advisors
2018, 2019

Financial Times

FT 100 Women Financial Advisors
2014

Barron's

Top 1,200 Advisors
in America
2017

Forbes

Top Women
Wealth Advisors

2017, 2018, 2019

Barron's

Top 100 Women Advisors in the U.S. and All-Star Women Advisors 
2015

 Boston Business Journal

Top 50 Advisors in
Massachusetts
2008

Five Star Professional

Quantitative Market
Intelligence
2012, 2013, 2014, 2015,
2016, 2017

 Important Awards Disclosures

Barron’s 2019 Hall of Fame Advisors recognizes advisors who have ranked for ten or more years on any one of the following Barron’s Top Advisor lists: Top 100 Financial Advisors, Barron’s Top Women Financial Advisors, or Top 100 Independent Advisors. Barron’s Top 100 Women Financial Advisors bases its ratings on a proprietary analysis of the following qualitative and quantitative criteria: a minimum of 7 years of financial services experience, acceptable compliance record, client retention, assets under management (AUM), revenues generated, and the quality of the advisor’s practice. A portion of the ranking considers a sampling of a financial advisor’s clients. Please note that this is not representative of any one client’s experience. Barron’s does not provide a count of eligible nominees for the award, citing its data as proprietary. Investment performance is not a criterion. Women advisors who ranked in Barron’s Top 100 Women Financial Advisors list for 10 straight years (2006–2015) were recognized and featured as Barron’s All-Star Women Advisors. 16 advisors were recognized. For Barron's Top 1,200 Advisors list, Barron's used data provided by some of the nation’s most productive advisors. Barron’s takes a number of criteria into account for this ranking, including AUM; revenues generated by advisors for their firms; quality of practices, which includes an examination of regulatory records; and philanthropic work. Overall, 3,000 qualified advisors were considered and 1,200 (40% of candidates) were recognized. The list includes both Registered Investment Advisers and Investment Adviser Representatives; some states may include more advisors than others, in proportion to state populations. The ranking of Forbes’ Top Women Wealth Advisors is based on an algorithm of qualitative and quantitative criteria, including a minimum of 7 years of experience, a minimum of $1 million in production, and factors such as revenue trends, AUM, compliance records, industry experience, and best practices (gathered through telephone and in-person due diligence interviews). Shook Research also attempts to measure best practices, which include business models, activities, processes, and structure. Overall, 7,826 qualified advisors were considered and 250 (3.2% of candidates) were recognized. Portfolio performance was not a criterion. The Forbes’ Top Wealth Advisors list uses similar criteria. In 2019, 12,498 advisors were invited to complete a survey, of which 250 were recognized (2% of candidates). Forbes Best-In-State uses a similar due diligence methodology as the preceding Forbes recognitions, along with the following criteria: candidates were evaluated on a minimum of 7 years' industry experience, review of compliance records, firm nominations, and quantitative criteria (including AUM and revenue generated). Winners were organized and ranked by state. Overall, 30,000 advisors were considered and 3,500 (11.6% of candidates) were recognized. For the FT 400 Financial Advisors list, Financial Times evaluated nominees on 6 primary areas and calculated a numeric score for each advisor. The areas of consideration were AUM, asset growth, compliance record, experience, credentials, and accessibility. In 2018, approximately 880 qualified applications were received; 400 advisors were selected, representing 45.4% of applicants. The 2014 FT 100 Women Advisors list uses similar criteria as the FT 400; 415 qualified applications were received, of which 24% were recognized. For the full methodologies, please visit www.ft.com. The Five Star Wealth Manager Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. In 2017, 2,467 Boston wealth managers were considered for the award; 622 (25% of candidates) were named Five Star Wealth Managers. For more information, please visit www.fivestarprofessional.com. The 2008 Boston Business Journal Massachusetts Top 50 list is based on qualitative and quantitative criteria, including a minimum of 7 years of experience, AUM, industry experience, acceptable compliance record, and customer satisfaction benchmarks like client retention. Shook Research may have also interviewed senior management, peers, and customers. It’s important to note that this rating is not representative of any one client’s experience and is not indicative of the advisor’s future performance. Shook Research did not publish or make available a count of eligible nominees for this award. Investment performance was not a criterion.

These recognitions are not indicative of an advisor’s future performance. Your experience may vary. Before working with any financial advisor, please be sure to conduct your own research to ensure that the relationship is right for you. The criteria provided reflect the most recent year for which the advisor was recognized. The criteria used, the number of advisors considered, and the percentage awarded may vary from year to year.

In the News

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Debra Brede named a Barron’s Hall of Fame Advisor
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Debra Brede named to Forbes 2019 list of America's Top Wealth Advisors. During an interview by Forbes, Debra gave her insights on working in the industry.  
Read More and Watch the Interview >

In the Community

Agape International honored Debra K. Brede for her contributions and dedication to its cause. 
 

You're Retired... Now What?

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ForbesBooks author and wealth advisor Debra K. Brede shares with retirees how to make their money work for them during their golden years.
 
Coming in 2019.

New!

Barron’s Weekly Market Brief

D.K. Brede Investment clients now have access to weekly investment insights, the latest market data, financial news & in-depth analysis from Barron’s, one of the industry’s leading sources of financial & investment news.

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