BDKMarketGroup Investment Management LLC

BDKMarketGroup provides fee-based discretionary investment management for experienced individual investors, generally including high‑net‑worth clients, and constructs customized portfolios across equities, fixed income, ETFs, mutual funds, options and other securities. The firm also distributes market commentary and periodic newsletters to clients and other recipients.

Investment decisions are driven by a market‑timing approach that combines technical, charting, cyclical and fundamental analysis supported by proprietary models and daily market data; the firm may use leveraged and inverse ETFs and options (often for hedging) as part of its strategies. These timing‑focused methods are implemented on a discretionary basis and the brochure highlights the attendant risks, including the potential to miss favorable market moves or suffer amplified losses.

BDKMarketGroup is atypical among similar independent advisers in charging performance‑based fees to qualified clients and in managing accounts both with and without such fees, a practice the firm says it addresses through senior review and valuation policies to mitigate conflicts. It is also notable for publishing newsletters and providing real‑time model output to clients, and for maintaining a relatively concentrated roster of experienced/high‑net‑worth accounts rather than targeting mass‑market retail investors.