Investment Products

Since our founding in 1977, Stacey Braun has managed fixed income, equity and balanced portfolios.

Stacey Braun specializes in separate account management. A team of Portfolio Managers is responsible for the construction and management of each portfolio.

Stacey Braun works with clients to create appropriate Investment Guidelines and Objectives based on the client’s liquidity needs and risk tolerance. Each portfolio is invested in accordance with its specific Investment Guidelines and Objectives.