Case Study: Brave Eagle Wealth Management achieves drawdown protection and inflation‑resilient diversification with HiddenLevers

Brave Eagle Wealth Management - Customer Case Study

Brave Eagle Wealth Management needed an independent way to quantify drawdown risk and avoid clients panicking during severe market moves, so they selected HiddenLevers as their stress‑testing platform. They chose HiddenLevers for its sound quantitative framework, visually appealing website and elegant reports, and now use HiddenLevers’ stress testing and correlation screener as core tools in their risk assessment and due‑diligence process.

Using HiddenLevers’ scenario library (including inflation scenarios) and the correlation screener, Brave Eagle builds custom portfolios designed to keep estimated drawdowns below each client’s breaking point, improving expected outcomes in inflationary scenarios without sacrificing performance in others. HiddenLevers also enables greater transparency—quantifying diversification, reporting tail outcomes beyond simple volatility measures, and helping reduce the likelihood of panic selling by documenting scenario estimates in investor policy statements.

Brave Eagle Wealth Management

Robert Ruggirello

Brave Eagle Wealth Management