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Who We Serve
You're too busy to check every investment report and analyze each of your stock's financials and price movements. We can help give you your life back and enhance your portfolio with our actively managed strategies.
BEST SUITED FOR
Entities (business, trusts) and experienced investors.
Looking for investment management services only.
You've worked hard to get where you are. We can help get you to the next level by managing your investments and your wealth by using state-of-the-art technology and holistic planning techniques.
BEST SUITED FOR
Individuals, couples, and families.
Looking for overall, comprehensive financial advice.
Our Custom Portfolios
Each of our portfolios are custom designed to be independent and non-correlated to each other, and able to fit within most clients' overall investment holdings.
Small and medium profitable companies across the US that are in the growth stage.
BFG Small/Mid Cap Growth
Medium and large high dividend paying profitable companies across the globe.
BFG Equity Income
Environmentally impactful companies focused on renewable energy, green technologies, and clean water.
BFG Environmental Impact
BFG Blockchain Tech
Companies involved in digital ledger distribution technologies used in cryptocurrencies, banks, stock exchanges, and credit card companies.
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See Everything In One Place
As a BFG Wealth Management client, you can stop sifting through investment statements and see your entire portfolio, identify growth opportunities and access your information on demand.
Link accounts and track everything from your real estate holdings, bank accounts, spending habits, all the way to your investment performances.