D.K. Brede Investment Management Company, Inc.

Welcome to the D.K. Brede Investment Management Company Here you'll find a more individualized approach to wealth management, built upon a more in-depth understanding of our clients, delivered by a team of experienced financial professionals, and led by a recognized name in the industry. Debra K. Brede Founder Debra K. Brede had a different idea in mind when she founded her investment management firm in 1989. A decade of industry experience had made her realize that the needs of individual clients weren't always best served by the typical Wall Street business model where a firm sells its products to meet its sales goals. At the firm that bears her name, the individual needs of each client would be the primary focus. Today, the D.K. Brede Investment Management Company delivers investment management services to corporations, municipalities, retirement plan and charitable trusts, and high-net-worth individuals based on the principle that every recommendation made is dependent solely on a client's individual needs, as determined personally by Debra Brede herself. Debra is now a frequent media commentator on investment-related topics and is recognizable to tens of thousands of CNBC and Fox Business news viewers around the world. She's also been featured in the Wall Street Journal, the New York Times, Businessweek, Financial Times, Reuters, Bloomberg, Forbes, and Kiplinger's Personal Finance. Listen to Debra’s interview with Kathleen Hays and Pimm Fox of Bloomberg Radio1 as she discusses going independent, helping her clients prepare for their future, and the charitable work she’s done with Agape International. Learn about Debra's experience, professional credentials, and public service. Recognition that reflects expertise Debra's investment industry honors include: Top Women Wealth Advisors - Forbes, 20172 All-Star Women Advisors - Barron's, 20153 Top 100 Women Financial Advisors in the U.S. - Barron's, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015 and 20163 America's Top Wealth Advisors – Forbes, 2016, and 20174 FT 100 Women Financial Advisers - Financial Times, 20145 FT 400 Top Financial Advisers - Financial Times, 2013, 2015, and 20165 Top 50 Independent Advisors in America - Registered Rep, 2007, 2008, 2009, and 20106 Top 100 Independent Broker/Dealer Advisors - Registered Rep, 2010 and 20116 Ten Most Dependable Wealth Managers of the Northeast - Goldline Research, 2008 (as seen in Forbes)7 Top 50 Advisors in Massachusetts - Boston Business Journal, 20088 Top 1,000 Advisers in America - Barron's, 20099 Top 50 Women in Wealth Management - Wealth Manager, 200910 Outstanding Advisor Award - Registered Rep, 201011 Boston Five StarSM Wealth Managers - Quantitative Market Intelligence, 2010, 2011, 2012, 2013, 2014, 2015, 2016 and 2017 (as seen in Boston magazine)12 Best Wealth Managers in Boston - Newsweek Showcase, 2010 (as seen in Newsweek)13 Pennsylvania State University - Distinguished Alumni Award, 2009 Top 20 High-end Investment Managers - Boston Magazine, March 200614 Credentials that speak to expertise Debra's industry designations include: General Securities Registered Representative of Commonwealth Financial Network Registered Securties Principle of Commonwealth Financial Netowkr Registered Options Principal of Commonwealth Financial Network Registered Municipal Securities Principal of commonwealth Financial Network Qualified Pension Specialist Accredited Investment Fiduciary® Debra has also served on the Systems Advisory Board of the Boston Stock Exchange and was chairman of the District Economic Education Committee for the Security Industry Association. She is a 2007 graduate of the prestigious Harvard Business School Owner/President Management Program. A commitment to serve the community Debra has always balanced her professional career with an active commitment to community service, on both a local and global scale. Each year since 2006, she has traveled to Hyderabad, India, with her family to work alongside her husband, a practicing dentist, in delivering free care to 250 children at the Agape International Orphanage. Debra is a trustee of Agape International, which was founded by a long-time D.K. Brede Investment Management staff member. Its mission is to provide homes, food, and love to children of the Third World who've been orphaned by the AIDS crisis. During its annual Fall Dinner, Debra was honored by Agape with a video highlighting all the work she has done and the impact she has had on the children and their schools. As a result of her work with Agape, Debra was a finalist for the 2015 Invest in Others and Investment News Global Community Impact Award. She was one of three finalists out of the hundreds of nominations, a reflection of the dedication and passionate commitment she has for those less fortunate.

Address: 1253 Highland Avenue Needham, MA 02192, USA

Phone: +1 781 444 9367
FAX: +1 781 449 3231