Contact information

    As Braeburn issues an SEC qualified investment offering, we’ll need to ask you a few questions to validate your identity and ensure financial suitability of this asset class for your wealth management strategy:




    Performance goals

    The BC20 Scotch Whisky Cask Index projected value grew by 15.86% in 2022



    Approximately what annualized return does your
    portfolio need to achieve in order for you to meet your
    long term financial goals?:

    Investing goals

    Investors have long used Scotch Whisky cask allocations in order to:







    What is your primary goal for investing in Scotch Whisky casks?:


    Allocating to alternatives

    Ultra high net worth investors and institutions have significantly increased their allocation to alternative assets (assets excluding stock, bonds, and real estate) in recent years, as a way to seek growth and manage uncertain markets.

    Approximately what percentage of your investable assets are
    currently in alternative investments?:

    Suitability

    Braeburn offers Scotch Whisky casks via an SEC Qualified Private Placement. As required by law, the offering is only available to Accredited Investors. 

    You are an Accredited Investor if any of the following apply to you:





    Which of the following is correct for you (check all that apply)?:

    Because the Scotch Whisky market tends to be more stable, consistent, predictable, and resilient,
    investors generally use Scotch Whisky as a hedging and diversification tool for their liquid and
    traditional asset portfolios.

    What is your approximate liquid net worth (add together all cash, stock, bonds, ETFS/mutual funds, crypto, and retirement accounts):


    Thank you


    We have received your application and a Portfolio Manager
    will review it shortly.

     

    If you are eligible for this offering, we will call you to learn more about your wealth management goals.


    Learn more

    Please take a moment to learn more about Braeburn and
    Scotch Whisky cask investment with this short video.


    Thank you


    We appreciate your interest in investing with us. Because you indicated that you are not an Accredited Investor, we cannot offer you access to our investment offering at this time.

     

    If you answered incorrectly and you are an Accredited Investor,
    please apply again.

    If you have any friends, family, or colleagues that you believe meet the definition of an Accredited Investor, please email us at [email protected] to make a referral.

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