A brief history about the farm…

Captain Samuel Taylor was born in 1755 at Taylor-Bray Farm in Yarmouth Port, Massachusetts. The farm, settled in 1639 by Taylor’s ancestors, was part of the original Plymouth Colony. With a long family military history, Samuel joined the 4th Massachusetts Regiment in the Continental Army in 1775 and marched to Boston from Cape Cod. On Christmas Day 1776, Samuel and his regiment were part of Washington’s forces that crossed the icy Delaware River. He continued to serve in the Continental Army for 5 years, reportedly at times without shoes or coat. After returning home penniless, Samuel built a successful and lifelong maritime career as a respected captain. Today, the farm is managed by dedicated volunteers and is open to the community.

Bray Farm IA is an investment advisory firm specializing in disciplined, multi-asset, ETF, and custom fixed income portfolio construction. Our key offerings include portfolio construction models, independent research, and sub advisory services.

Bray Farm IA launched as a concept to deliver thoughtful and researched solutions to the independent RIA segment and their end clients. We believe the RIA sector has not taken full advantage of the opportunities presented by the fixed income market. At Bray Farm IA, we strive to offer strategic, multi-asset income solutions designed to address our macro-economic outlook. Model portfolios are structured and offered to clients to address the conservative, moderate, and more aggressive risk parameters determined by the investor. Model portfolios holdings are ETF-based and consistent with our macro views, industry research and diligence process. We always want to know “what’s in there” and pay scrutiny to portfolio efficiency and fees. In addition, Bray Farm IA may provide individual security recommendations for inclusion in custom portfolios utilizing our proprietary diligence process. Assessment of credit risk, duration, and liquidity characteristics are key factor determinants to build model portfolios consistent with our macro-economic outlook and quantitative research.

Bray Farm IA offers solutions tailored to the portfolio construction and research needs of independent RIA’s. With the expansion and ever- increasing sophistication of RIA’s, customized fixed income portfolio solutions are paramount to generating appropriate risk-adjusted returns for the end client within an efficient construct available to the RIA. Bray Farm IA’s goal is to provide objective, well researched (based on sound research), and independent portfolio solutions with ETF holdings and security-level advisory services that maximizes the investor’s risk-return potential in the “forty segment” of the commonly referenced 60/40 allocation.

Transparent:

Portfolio Parameters and Risk Characteristics are expressed in a transparent manner that conforms to investor objectives.

Independent:

Recommendations are based on our own independent research that is not compromised by external incentives.

Experience:

Principal has over 26 years of direct experience in researching fixed income securities and developing multi-asset fixed income portfolio models. Principal has over 32 years in direct credit asset management.

Solutions:

Portfolio models are created based upon 3 risk-adjusted objective lanes, which include Conservative, Moderate, and More Aggressive. Tactical ideas are included.

Research:

ETF holdings are evaluated at the security level because we believe it is vital to “know what’s in there.”

The 5 key pillars
of Bray Farm:

  • Transparent
  • Independent
  • Experience
  • Solutions
  • Research

Bray Farm IA capabilities include ETF analysis and recommendations, security analysis and recommendations, proprietary market research, relative value monitoring between sectors, macro-economic assessment, and tactical ideas. These capabilities will enable the independent RIA to offer thoughtful income options to the investor efficiently.