MEET THE FIRM

Three things that set us apart

We own our firm.
Our firm, Bragg Financial Advisors, was founded over 50 years ago and is still owned and managed by four family members. We manage over $1.4 billion for institutions and private clients. We are an independent firm and not beholden to a parent company or larger corporate entity.
We own our funds.
Collectively, our family, the Queens Road investment committee members and independent board, and our employees are among the largest shareholders in the funds. Our interests are aligned with those of our shareholders.
We are patient.
The ownership of our firm and our funds allows us to take a much longer view. This gives us the freedom to focus less on short-term relative performance and more on results over full market cycles. This allows us to be patient and wait for the process to work.

FUND FACT SHEETS