Our specialized investment portfolios are designed to provide diversification across a wide variety of client portfolios by reducing correlation and mitigating risk without sacrificing returns. We are a fully independent Registered Investment Advisor (RIA), a fiduciary always putting client interests first.
Our exclusive investment portfolios are focused on quality and specialized across a variety of strategies. We are transparent with our fees. Since we charge a fee based on managed assets, there are no hidden fees nor commissions with incentive to recommend one product over another. Open and choose your own investment accounts online from our selected managed portfolios with low fees and no investment minimum.
Our exclusive investment portfolios are focused on quality and specialized across a variety of strategies. We are transparent with our fees. Since we charge a fee based on managed assets, there are no hidden fees nor commissions with incentive to recommend one product over another. Open and choose your own investment accounts online from our selected managed portfolios with low fees and no investment minimum.
Services
BFG Wealth Management focuses on two primary markets: equities and real estate. We insist that each of our portfolios should do just one thing - practice a single investment specialty. We establish the strategy for each investment specialty as explicitly as possible and do not deviate. Specialization allows BFG Wealth Management clients to combine our portfolios for the mix they require based on the goals they seek to accomplish.
As a Fee-Only firm, our process is entirely fiduciary centered- in the best interest of our client, not our firm. We start by helping you identify your goals and determine where you are relative to those goals. We then evaluate your assets and design your financial plan to construct your customized portfolio allocations complimented with our specialized investment strategies.
We develop and/or adjust your written Investment Policy Statement (IPS). A well written IPS is essential to long-term investment success and outlines an investor's goals, priorities, and preferences in order to provide guidance on portfolio construction and maintain focus on stated objectives.
There is more to risk tolerance than being 'conservative' or 'aggressive'-we strive to develop a better defined risk profile by understanding your time-frame, existing investments, and experience.A truly customized portfolio is based on personal preferences and themes, not a standard asset allocation model-this allows your investment plan to stay focused during market cycles, during both decline and growth periods.
There is more to risk tolerance than being 'conservative' or 'aggressive'-we strive to develop a better defined risk profile by understanding your time-frame, existing investments, and experience.A truly customized portfolio is based on personal preferences and themes, not a standard asset allocation model-this allows your investment plan to stay focused during market cycles, during both decline and growth periods.
Start investing now on our online investment platform directly through our custodian, Folio. Get access to our exclusive investment strategies to create your custom portfolio. Answer 11 quick questions to help determine your recommended portfolio mix, or create your own custom portfolio using one or all of our strategies.
Our specialized investment strategies are designed to provide diversification across a wide variety of client portfolios by reducing correlation and mitigating risk without sacrificing returns. The objective of the BFG Small/Mid Cap Growth strategy is to achieve a return above that of the S&P 500 Index and Russell 2000 and to achieve this return objective with a portfolio that exhibits lower overall risk characteristics relative to the benchmark.
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