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BSG Advisers

Investments. Insurance. Insight.

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Investments

We have tremendous latitude when building portfolios for our clients. Here are some key things you should know if you ask us to help you manage your wealth:

  • Whether you have one or a dozen investment accounts, we will design each portfolio with your investment purpose in mind;
  • We will work with institutional portfolio managers on your design so we can do things you probably can’t do on your own;
  • We will document the portfolio design with an Investment Policy Statement (considered an industry best practice);
  • Your account will be held at Fidelity Investments and you’ll be able to log in to see your investments, add or withdraw, etc.;
  • We will never collect a commission on any investments we manage;
  • If you prefer low-cost, passive strategies, that’s what we will implement for you;
  • If you prefer actively-traded accounts, we can do that too;
  • We offer all the typical account types: IRA, Roth, Joint, Beneficiary IRA, 401K, Trust, Corporate, individual, etc.;
  • We block off the entire month of August just to meet with our investment clients and review their portfolios; and
  • We are available to you as needed for any questions or concerns that you might have about your investments.

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.

Contact us to set up your no cost consultation with BSG.


    Business-owner Strategies Group, LLC is a North Carolina Registered Investment Adviser d/b/a BSG Advisers.

BSG Advisers offers clients financial planning, investment advice and insurance. BSG Advisers does not provide tax or legal services.

Copyright © 2023 Business-owner Strategies Group, LLC