Blackwatch Financial Group, LLC

BlackWatch Financial Group advises ultra‑high‑net‑worth families and charitable organizations, providing discretionary investment management, financial planning, and multi‑family office services including foundation advisory and philanthropy support. The firm reports approximately $28.3 million in discretionary assets under management across a small client base and offers both ongoing portfolio oversight and standalone planning engagements.

The firm develops customized Investment Policy Statements and uses mean‑variance optimization software to guide asset allocation across traditional equities and fixed income as well as alternative exposures such as hedge funds, private equity, real estate and structured notes, and it may allocate to independent managers. BlackWatch emphasizes ongoing monitoring, consolidated reporting that can include illiquid assets, and cash and administrative services typical of family office arrangements.

Noteworthy disclosures in the brochure include that the firm is also a licensed life insurance agency and that its insurance‑licensed personnel may recommend or sell insurance products to clients, a relationship the firm identifies as a potential conflict of interest. The brochure also describes receipt of custodial support services from a major broker‑dealer and discloses the use of endorsements in advertising—practices that are less common among similarly sized supported advisers.