The Blakeley Group Inc

The Blakeley Group provides discretionary portfolio and wealth management to individual and high-net-worth clients, developing personalized investment policy statements through detailed client interviews. The firm reports managing roughly $96 million in client assets and conducts periodic (typically quarterly) reviews and rebalancing tied to each client's objectives and risk tolerance.

Investment recommendations are implemented using a mix of methods — including charting, technical and fundamental analysis, cyclical analysis, and Modern Portfolio Theory — and may employ both long- and short-term strategies depending on client goals. The firm also advises on retirement plan rollovers and discloses the economic incentive inherent in recommending rollovers to IRAs it would manage, while stating its fiduciary obligations under ERISA and the Internal Revenue Code.

Noteworthy distinctions include regulatory disclosure events reflected in public filings despite the brochure’s disciplinary section stating no reportable matters, which prospective clients may wish to review in adviser records. The firm also requires custody with designated institutional custodians and maintains platform arrangements that provide institutional services and benefits, does not aggregate client trades, and does not vote client proxies — operational practices that can affect execution, reporting, and proxy voting relative to many peers.