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
1929 Windward Lane, Newport Beach, CA 92660 • phone
949.812.6945 • fax 702.448.5459 Copyright 2004-2007 Breakwater Investment Group, LLC