Kurt Brouwer is the chairman and co-founder of Brouwer & Janachowski, LLC, a Tiburon, California fee only financial advisory firm that manages over $700 million for corporations, charitable groups and private investors. In this position, he has become a recognized expert in the field of investing and, more specifically, investing in mutual funds. USA Today called him, “…one of the most-respected mutual fund authorities in the nation.” Brouwer is the author or co-author of three investment books, including Kurt Brouwer's Guide to Mutual Funds and Mutual Fund Mastery, written with Steve Janachowski. He has written articles for Forbes, Barron’s, The San Francisco Chronicle, Pension World and other publications. He is ...More also the editor of Fundmasteryblog (http://blogs.marketwatch.com/fundmastery). Brouwer & Janachowski’s web site is: www.fundmastery.com. Brouwer holds a degree in applied economics from The University of San Francisco.
- Description: Financial advisor. Trading frequency: Infrequent
- Interests: ETFs, Mutual funds
Brouwer & Janachowski, LLC Getting Started As a first step in working with you, we will spend time with you in a fact-finding interview to provide us with sufficient information to conduct an accurate analysis. Financial Analysis After we fully understand your situation and unique requirements we develop financial projections which ...More
answer your questions such as: When can I retire? How much will I need in retirement so as not to outspend my resources? How much money must I begin saving today to fund my children's (or grandchildren's) education? And what investment vehicles are best for my situation? Asset Preservation and Estate Planning Issues We help you answer such questions as: What beneficiary arrangements should I be making for my IRAs and life insurance? What can I do to preserve more assets for my children or grandchildren? How can I best structure my assets to accomplish my estate planning goals? What estate planning issues should I be thinking about? We will work proactively with your CPA and estate planning attorney to help you accomplish these important goals. Developing an Action Plan Together we develop an action plan or roadmap for achieving your objectives and life goals. It includes a comprehensive financial strategy with specific action items to address each of your needs and goals. It also includes a clearly articulated investment strategy and appropriate asset allocation for all of your assets. We help you track progress to see how you are doing in terms of meeting your action plan requirements. Selecting a Portfolio Once your investment objectives and asset allocation are determined, we develop a portfolio consisting of carefully selected mutual funds designed to meet your objectives. Monitoring Your Financial Goals Moving forward, your investment plan and personal financial strategy will be as dynamic as your life. Changes will inevitably occur that will dictate changes in your action plan and investment strategy. We would like to meet with you at least once a year to review and update your financial goals.
Fundmastery Blog Our writing here is based on the knowledge and experience we have gained in our work as financial advisers at a Tiburon, California-based firm called Brouwer & Janachowski, LLC. Our firm is now in its 24th year of serving clients as a fee-only financial advisory firm. We provide ongoing investment ...More
management for clients based on our theory that it pays to invest with some of the best portfolio managers. We do this by creating diversified portfolios of carefully-selected no-load mutual funds. We also help clients with retirement planning and analysis as well as advice on how they can reach their financial goals. If you would like to know more about our firm and our work as financial advisers, send an email. E-mail for Kurt Brouwer can be sent to kurt.brouwer *at* gmail.com (I wrote it this way to foil spambots, remember to put in @ when you type in the address).
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