.jpg)
Bravera Bank
When it comes to managing your mineral assets, experience makes all the difference. With years of expertise in mineral management, our team is here to guide you every step of the way. Whether you own mineral rights or are a professional non-operator, we provide the support and guidance you need to make informed decisions and maximize the value of your resources. Our team of trusted advisors is dedicated to protecting your interests and helping your assets thrive.
Managing Mineral Assets
Managing these assets requires a unique skill set. Our team provides the following services to ensure your investments are optimized:
- Maintaining real estate and mineral interests, including negotiating leases and filing statements of claim.
- Managing accounting and administrative duties, such as paying bills, tracking principal and income and recordkeeping.
- Collecting and safely depositing into your account income from leases, royalties, interest, dividends or other trust sources.
- Coordinating the preparation and filing of trust tax returns and distribution of K-1 forms.
- Distributing trust income and principal to beneficiaries according to trust terms.
- Managing other trust investments according to Prudent Investor Rule guidelines.
Our Team
By partnering with our team of trusted advisors at Bravera Wealth, you gain access to a skilled mineral management team dedicated to maximizing the value of your assets. Our experts provide tailored strategies to protect and grow your mineral holdings, ensuring a secure financial future for you and your family.
Blake Holman, CTFA
Wealth Advisor
Wealth Management Resources
Now is the perfect time to start planning for your future and we're here to help.
Why Bravera Wealth?
Certified, experienced professionals
Our team includes:
- 9 Licensed Investment Advisor Representatives and Assistants
- 6 Certified Trust Financial Advisors
- 3 Certified Public Accountants
- 2 Certified Retirement Services Professionals
- 2 Certified Financial Planner™ Professionals
- 2 Certified Fiduciary and Investment Risk Specialists
- 1 Farm Succession Coordinator
- 2 Certified Retirement Counselor
- 1 Certified Mineral Manager
- 1 Certified Investment Management Analyst
- 1 Accredited Pension Administrator
- 1 Accredited Investment Fiduciary
- 2 Financial Services Certified Professional
We follow the Prudent Investor Rule
We are under the duty of our clients to invest and manage their funds as a prudent investor.
We have extensive policies that govern regulations, local law and court orders. These policies are established and governed by our Trust Committee, which is comprised of our CEO, CFO and other trust officers chosen by the Board of Directors.
Products and services offered through Bravera Wealth are: * Not a deposit * Not FDIC Insured * Not Insured by any federal government agency * Not financial institution guaranteed and may be subject to investment risk, including loss of principal amount invested.
Get started today.
Our team can help you determine what options are best for you. Contact us at 877-483-6811 or reach out to us online.