BSG Advisers has tremendous latitude when building client portfolios. Here are some key facts about our client investment accounts:
- Portfolios are customized and tailored to the specific client
- BSG offers literally hundreds of different portfolios managed by institutions across the country
- BSG offers all the typical account types: IRA, Roth, Joint, TOD, Beneficiary IRA, Solo 401K, individual, etc.
- BSG also offers low-cost passive strategies
- Client accounts are custodied at Fidelity Investments
- BSG blocks off the month of August to meet with all investment clients to review their entire portfolio
Investing is serious business. BSG is a Registered Investment Adviser and we are held to a fiduciary standard. We cannot charge up front or back end loads or commissions. Clients pay for their time invested and costs are fully disclosed in writing prior to account opening.