HomeWealth ManagementCorporate ServicesAbout BraggIn the PressCommentary

Office Location

1031 South Caldwell Street
1031 South Caldwell Street
Suite 200
Charlotte, NC 28203

Click here to view location on map and get directions.

Brokerage Account Access

Access your investments online using NetExchange Client®. Take advantage of instant access to your portfolio holdings, account activity and balances, as well as account and tax statements.

Go Paperless

Statements & Confirmations

Download, complete and return an Electronic Notification Request, available for either Microsoft Word or Adobe Reader.
Microsoft Word Adobe Reader

Annual Reports & Proxies

click here to submit a request to receive your annual reports and proxies by e-mail.

PDFs Require Adobe Reader

Get the latest version free by following the link below.
Adobe Reader

In The Press

Bragg In The Press
Phillips, Benton, John, and Frank Bragg

In the Press helps you to keep track of when our firm or our funds are mentioned in the local and national media. We do not typically comment on the articles, but simply offer them to help you to gain a better perspective on our firm and who we are and what we provide for our clients.

 

Notables

Benton Bragg quoted on NBC National News regarding the government shutdown
NBC News
October 16, 2013 by Jay Gray
Queens Road Small Cap Value fund receives Strong Buy rating, in top-5 list of small value funds
Zacks Equity Research
October 22, 2012 by Zacks Equity Research
AP writer lists Queens Road Small Cap Value fund as one of top-5 performing small value funds over past 10 years, through Oct. 3, 2012
Associated Press
October 5, 2012 by Stan Choe
Bragg Financial Welcomes Ben Rose!
September 5, 2012
Adviser Finds Niche Conserving Land, Trimming Taxes
Dow Jones Newswires
July 30, 2012 by Daisy Maxey
Frank Bragg's family and neighbors "share the wealth" through conservation easements
Lake Norman Citizen
June 1, 2012 by John Deem
Wall Street Journal names Queens Road Small Cap Value in list of top-10 Small Cap Value funds
Wall Street Journal
October 4, 2011 by Market Data Center
Bragg fund earns 5-star rating
Charlotte Business Journal
February 18, 2011 by Adam O'Daniel
Frank Bragg a hero to Charlotte Chamber Music
Wordpress
October 28, 2010 by Charlotte Chamber Music
Sudanese Refugee Works to Build School
Charlotte Observer
July 25, 2010 by Greg Lacour
Video Interview With Steve Scruggs: Look for Cash Flow in Small-Cap Stocks
Morningstar
July 19, 2010 by John Coumarianos
Undiscovered Managers: Steve Scruggs, Queens Road Value
Morningstar Advisor
August 10, 2009 by John Coumarianos
A Lesson in Crisis Management
Charlotte Business Journal
July 25, 2009 by Laura Williams-Tracy
Cigar Butts and Moats: How to Implement a Buffett-Inspired Fund Strategy
Morningstar
June 25, 2009 by John Coumarianos
Life is Good and Getting Better
Greater Charlotte Biz
April 30, 2009 by Janet Kropinak
Local Fund is Top Performer
Charlotte Observer
November 15, 2008 by Jen Aronoff

Quotables

CLT Business Journal quotes Benton Bragg regarding rebounding economy
Charlotte Business Journal
September 13, 2013 by CBJ Staff
CLT Business Journal quotes Phillips Bragg regarding fiscal cliff
Charlotte Business Journal
February 1, 2013 by Laura Williams-Tracy
Bloomberg News interviewed Steve Scruggs regarding recent spin-off of Ingeroll Rand security unit
Bloomberg News
December 12, 2012 by Brooke Sutherland & Lindsey Rupp
CLT Business Journal quotes Benton Bragg on Federal Reserve Chair Bernanke QE3 action
Charlotte Business Journal
September 13, 2012 by Adam O'Daniel, Finance Editor
Small Value Funds Sail Along
The Street
October 21, 2010 by Stan Luxenberg
Small-Cap Stocks: Too Big Too Fast?
Smart Money
August 12, 2009 by Dan Burrows
Are Small Caps in a Sweet Spot
SmartMoney
February 24, 2009 by Dan Burrows
Managers, advisers divided about weighting insurance
Investment News
August 25, 2008 by Darla Mercado
Small Value Stocks Beat Growth in January
SmartMoney
February 8, 2008 by Paulette Miniter