R. Brooks Brydges

Brooks Brydges – Wealth Manager

CEO/Founder Nautical Wealth Management

Balboa Wealth Partners, Inc.

Mr. Brydges has been a Personal Financial Adviser for 27 years, since 1996, right here in San Diego. Brooks is the Founder of Nautical Wealth Management at Balboa Wealth Partners Inc., a holistic financial management firm dedicated to providing clients guidance today for tomorrow’s success.

Nautical Wealth Management manages portfolios in a loss averse approach with a firm discipline in risk management.  Our tactical, quantitative, rules-based process takes the emotion out of investing.  Historically the strategy has significantly outperformed in major market declines or drawdowns since implemented in 2009.  What I learned managing portfolios during the Financial Crisis of 2008 whereby “passive” asset allocation, or what is otherwise known as “Modern Portfolio Theory”, failed to adequately protect investors short term.

The art of asset allocation had to be improved upon as the Financial Crisis illustrated that essentially all asset classes can be correlated and decline at one time, together. Hence, “Dynamic vs. Passive” asset allocation was implemented due to advances in industry technology and algorithms for the average retail (vs. institutional) investor.  This strategy is also cost and tax efficient.

Dynamic Asset Allocation is also referred to in the quant investment community as “Advance & Protect” and was further developed to fill a gap in the market after the crisis. This discipline provides guidelines regarding when we buy, what we buy, when we sell, with the aim of limiting downside risk and participating in the upside over an economic or market cycle.

Our Dynamic Global Balanced (DGB) investment strategy addresses a full range of investors’ goals if you are conservative, moderate or aggressive.  Whether you are looking for a complete outsourced solution or looking to take advantage of our particular disciplines to combine with existing strategy(ies), other portfolio managers and/or alternative investments, we can recommend and outsource for you.  We have a variety of solutions to serve as the core of your investment portfolio:

• Nautical Dynamic Stocks: Concentrated screen of the S&P 500
• Nautical Dynamic Sectors: Weighting the 11 sectors of the US economy
• Nautical Dynamic Global ETF: Weighting the 8 major global asset classes
• Nautical Liquid Alternative Investments: Weighting the 6 major LAI categories
• Nautical Dynamic Global Strategic Income: Weighting the 9 major global bond asset classes
  • Taxable Fixed Income
  • Taxable Fixed Income for CA Residents
  • Qualified “Non-Taxable” Fixed Income

During his long career, Brooks has provided personalized service and expert advice in all the areas important to a family’s significant estate and business needs including access to private, commercial and investment banking, lending, asset management, concentrated stock strategies, financial planning, philanthropic planning, trust and intergenerational wealth transfer planning.

I have spent a majority of his career at Morgan Stanley as a student of David Darst, the author of the “Art of Asset Allocation”, before founding Nautical Wealth Management in 2013. Nautical is now a part of a top tier RIA, Balboa Wealth Partners, Inc., founded in 2016 by Jeff Gilbert, who was previously an Executive Director and Complex Manager for Morgan Stanley.

Specializing in serving high- and ultra-high-net-worth families, I have expertise in and a passion for working with entrepreneurs, military, “HENRYs” (high earners not rich yet) and real estate investors/developers whether it’s planning for the first-time purchase of a home, real estate investment, development, 1031 Exchanges, Delaware Statutory Trusts (DSTs) and or Qualified Opportunity Zone Funds (QOZs)

I hold CA State Securities Series 66, 65, 63…General Industry Series 31, 7 and 52 licenses and National & California Association of REALTORS license # 01196350.  Brooks works with clients throughout the US including CA, WA, HI, TX, FL, NJ, MD, VA, DE, AZ, NV, ID, PA and MA.  To learn more, please connect with me on LinkedIn or email [email protected] for a complimentary consult in person or via video conference.