Breakwater Investment Group is an investment advisor firm founded by David Olson and Jonathan Cheng with the goal of providing personalized service and superior investment products to clients with unique needs. It is completely owned and controlled by its employee partners. We serve a broad market ranging from institutional and professional investors to individuals. Our equity investment solutions are custom tailored to fit the needs of each of our clients.

We offer hands-on service and work in close partnership with our clients.

Our team has extensive experience dealing with individuals, foundations, pension funds, endowments, corporations, municipalities, and Taft-Hartley plans.
1929 Windward Lane, Newport Beach, CA 92660 • phone 949.812.6945 • fax 702.448.5459

Copyright 2004-2007 Breakwater Investment Group, LLC