Bravo Zulu Capital Management

Bravo Zulu Capital Management provides investment management and advisory services to individuals, high-net-worth individuals, and families. Led by sole Managing Director Dmitry Steesy, Bravo Zulu Capital Management helps clients define financial goals, assess risk tolerance, determine optimal asset allocation, research investments, and manage portfolios on both a discretionary and non-discretionary basis. The firm uses a strategic asset allocation approach utilizing a core and satellite strategy, combining passively managed index funds and exchange-traded funds as core holdings with actively managed funds where appropriate. Bravo Zulu Capital Management operates strictly as a fee-only firm, meaning they do not sell financial products or accept commissions. The firm generally requires a minimum account size of $1,000,000, though this minimum may be waived at their discretion.