Debra Brede began her career working within the traditional Wall Street business model but soon realized that investors weren’t being treated fairly by firms that too often put sales goals ahead of clients’ needs. So, in 1990, she founded her own independent practice, D.K. Brede Investment Management Company, where her clients have always been her number-one priority.
In March 2024, D.K. Brede Investment Management Company became a part of The Colony Group, LLC, a nationally-recognized investment advisory firm with offices nationwide. Joining Colony allows Debra and her team to continue serving clients while also preserving the legacy and reputation that Debra has built over her 35-year career.
Today, D.K. Brede Investment runs on the audacious notion that the individual needs of clients come first, and every detail of Debra’s financial plans and investment portfolios are tailored to those ends with the help of her meticulously trained support staff.
For Debra, the most rewarding aspect of the work is the confidence she’s able to give her clients, knowing that they are prepared for the future they’ve dreamed of all their life.
That’s why “purpose-driven” is more than just the title of her new book, it’s an ethos that Debra applies to everything she does. Whether it’s helping her clients reach their philanthropic goals or pursuing of her own charitable work on behalf of Agape Aids Orphan Care, every move Debra makes is in service of improving her clients’ lives and making a positive social impact with thoughtful, values-oriented investing.
It’s no surprise then that she’s as celebrated within the industry as she is with her clients. Take a look at her investment industry honors and professional credentials and you’ll understand the difference Debra delivers.
The Colony Group, LLC (“Colony”) is an SEC Registered Investment Advisor with offices throughout the country. Registration does not imply any level of skill or training. Registration does not imply that the SEC has endorsed or approved the qualifications of Colony or its respective representatives to provide any services described herein. Colony provides individuals and institutions with personalized financial and investment advisory services. On 03/01/24, GW & Wade, LLC (“GWW”) merged with and into Colony. Clients of GWW assigned their advisory agreements to Colony. Information contained herein is general in nature and is provided for informational purposes only. Financial and investment advisory services are provided only through a formal advisory relationship. as follows: