101 S. Bay Boulevard, Suite B-4
P.O. Box 818, Anna Maria, FL 34216
800.800.7075    941.778.1900
Fax:  941.778.1801
Who We Are.
Philosophy at Breiter Capital
Elite Dividend, Tactical Risk Reduction, Momentum Model
Determine Your Risk Tolerance
Frequently Asked Questions About Breiter Capital
Newsletters / Research
Send Us an Email Newsletters / Research What Do We Do? Frequently Asked Questions About Breiter Capital
We Make Your Success Our Business.
Will I be advised as to the current market outlook and the performance of
my account?

Communication is one of the most important keys to our relationship with you.  You will
receive regular monthly statements from the brokerage firm where your assets are held,
for most clients this will be Charles Schwab & Co., Inc.  These statements will show the
current holdings, transactions in the previous month, and most importantly – the value of
your account.  On a quarterly basis we send you our Investment Quarterly Newsletter
which will detail the last few months market activity and provide some insight as to our
outlook for the next few months.  In January of each year we send rate of return reports for
each account as well as tax reports for taxable accounts which will help your tax preparer
do your annual tax filings.

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