Bragg Financial Advisors, Inc.

Bragg Financial Advisors, Inc.

Bragg Financial Advisors, Inc.

Overview
Date Founded

1992

Headquarters

1031 SOUTH CALDWELL STREET, SUITE 200, CHARLOTTE, NC, 28203

Type of Company

Private

Employees (Worldwide)

21

Industries

Investment Services & Portfolio Management

Company Description

Bragg Financial Advisors' portfolio construction and management process emphasizes diversification and strategic allocation among different asset classes. The firm seeks to achieve superior risk-adjusted returns through investments in portfolios comprised of stocks, bonds and mutual funds. Investment strategies and target portfolio allocations are developed by the financial investment policy committee. This committee, made up of analysts and portfolio managers, analyzes each security considered for inclusion in a portfolio. Portfolios are managed individually according each client's written investment policy statement. Assets within portfolios are allocated to meet each client's risk tolerance, tax circumstances and liquidity needs.

Contact Data
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Executives & Employees

Director of Planning, Client Advisor

Portfolio Manager

Client Advisor

Office Manager

Client Service Associate

President & Chief Executive Officer

Chief Operations Officer

Chief Compliance Officer

Client Experience Officer

Board of Directors

Founder at Bragg Financial Advisors, Inc.

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Non-Profit Donations & Grants
Awards & Honors
Rank #196
2015
Financial Advisor Magazine - Top RIA Survey, Asset Category: $1 Billion and Over
Rank #175
2014
Financial Advisor Magazine - Top RIA Survey
Rank #5
2014
Financial Advisor Magazine - Top RIA Survey, Asset Category: $500 Million to $1 Billion
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