Tailored Strategies & Solutions
Customized, goal-oriented investment management for individuals, families, entrepreneurs, professionals, non-profit organizations, and institutions.
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Customized, goal-oriented investment management for individuals, families, entrepreneurs, professionals, non-profit organizations, and institutions.
Start the Conversation↗We work with you to meet your unique needs, helping you achieve both capital preservation and long-term capital appreciation. Every strategy is designed with your objectives at the center — never off-the-shelf, never one-size-fits-all.
Our goal is to help you meet yours. Whether you are an individual or family, professional, executive, entrepreneur, business owner, retiree, widow/widower, or minor, we work with you to define your priorities and design a plan to help you meet them.
Non-Profits, Endowments, and Foundations — overseeing endowments supporting non-profit organizations can be complex and daunting. As a board member, you have three fiduciary responsibilities: the duty of care, the duty of loyalty, and the duty of obedience. Each of these duties imposes obligations that must be met as state and common law mandate.
When we founded BFS nearly 30 years ago, we were predominantly an investment firm. We focused on research, learning as much as we could about economics, finance and the companies we own to address our clients' wealth needs. Today, research remains the core engine that drives our investment advice.
We work with banks, trust companies, law firms, and other trustees as the investment advisor/manager of trusts they oversee. We customize investment portfolios to meet fiduciary responsibilities — including competitive performance, appropriate diversification, risk management, and income generation.
Let's discuss how our tailored investment approach can help you achieve your financial goals.
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