R. Brooks Brydges Email & Phone Number

Mr. Brydges has been a Personal Financial Adviser for 27 years, since 1996, right here in San Diego. Brooks is the Founder of Nautical Wealth Management at Balboa Wealth Partners Inc., a holistic financial management firm dedicated to providing clients guidance today for tomorrow’s success. Nautical Wealth Management manages portfolios in a loss averse approach with a firm discipline in risk management. Our tactical, quantitative, rules-based process takes the emotion out of investing. Historically the strategy has significantly outperformed in major market declines or drawdowns since implemented in 2009 after what I learned managing portfolios during the Financial Crisis of 2008 whereby “passive” asset allocation or what is otherwise known as “Modern Portfolio Theory”, failed to protect investors.The art of asset allocation had to be improved upon as the Financial Crisis illustrated that essentially all asset classes can be correlated and decline at one time, together. Hence, “Dynamic vs. Passive” asset allocation was born due to advances in technology and algorithms for the average retail (vs. institutional) investor. This strategy is also cost and tax efficient.Dynamic Asset Allocation is also referred to in the quant investment community as “Advance & Protect” and was developed to fill a gap in the market after the crisis. This discipline provides guidelines regarding when we buy, what we buy, when we sell with the aim of limiting downside risk and participating in the upside over an economic or market cycle. Our Dynamic Global Balanced (DGB) investment strategy addresses a full range of investors’ goals if you are conservative, moderate or aggressive investor. Whether you are looking for a complete outsourced solution, or looking to take advantage of our particular disciplines to combine with existing strategy(ies), managers or alternative investments we can recommend and outsource for you, we have a variety of solutions to serve as the core of your investment portfolio:• Nautical Dynamic Stocks: Concentrated screen of the S&P 500• Nautical Dynamic Sectors: Weighting the 11 sectors of the US economy• Nautical Dynamic Global ETF: Weighting the 8 major global asset classes• Nautical Liquid Alternative Investments: Weighting the 6 major LAI categories• Nautical Dynamic Global Strategic Income: Weighting the 9 major global bond asset classeso Taxable Fixed Incomeo Taxable Fixed Income for CA Residentso Qualified “Non-Taxable” Fixed Income

Listed skills include Entrepreneurship, Investments, Venture Capital, Management, and 21 others.