Founded to support individuals and institutions in meeting their long-term financial goals through tailored investment management and unwavering integrity.
Since 1994, BFS has continued its founding mission: managing and investing money in each client's best interest. Today, we carry forward the same commitment — a direct, personal relationship with every portfolio manager, independent research, and advice delivered solely in your best interest.
Solid credentials and decades of expertise navigating multiple market cycles.
Proprietary research supplements Wall Street analysis.
Direct relationship with your portfolio manager — no gatekeepers.
Advice solely in your best interests. Always independent.
A person answers the phone. Prompt replies. Always.
Large-firm expertise meets boutique personalized service.
As a firm and as individuals, we are committed to giving back and supporting the organizations that enrich our lives and industry.
Active contributions to organizations in our communities.
Serving on boards and strengthening civic institutions.
Developing the next generation of financial professionals.
Let us show you how independent, research-driven investment management can serve your long-term goals.
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