Brascia Investment Management, Inc.

Overview

Brascia Investment Management, Inc. is a small, owner-operated advisory firm that provides portfolio management for individuals and small businesses. The firm charges clients either a percentage of assets under management or fixed fees and emphasizes liquid, exchange-traded equity exposure as its primary allocation. It is not positioned as an ESG investor, and its operations appear focused on a single state rather than on multi-state advisory coverage. In practice, the firm balances a core equity posture with allocations to external alternative managers for real assets and commodity-related exposure, while also using annuities, mutual funds and corporate debt to meet income and liability-matching needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices