Henry Bragg & Co.

Henry Bragg & Co. provides discretionary portfolio management and related advisory services to high‑net‑worth and individual clients, as well as institutional clients such as plan sponsors. The firm also offers Qualified Plan Services, Trusted Advisor and Financial Review services and makes an online cash management option (Flourish Cash) available to clients.

The firm’s investment approach emphasizes long‑term asset allocation grounded in Modern Portfolio Theory and factor research, using model portfolios across five mandates (Income through Aggressive Growth) and drawing on Dimensional Fund Advisors (DFA) funds and Forum Financial Management research. Accounts are generally managed on a discretionary basis with the ability to customize allocations, implement tax‑sensitive adjustments, or follow client‑selected models rather than relying on market timing or individual stock picking.

Two features stand out relative to peers: the firm manages a substantial asset base with a single advisory principal (roughly $468.7 million across about 72 client relationships), and it documents a succession agreement with Forum to support operations. The firm’s access to institutional‑only DFA funds, its use of Forum for trading and back‑office services to potentially reduce execution costs, and the availability of an unaffiliated cash management program are additional distinguishing elements of its operating model.