Brand Asset Management Group, Inc.

Brand Asset Management Group (BAMG) provides discretionary investment advisory services to individuals (including high net worth clients), trusts and estates, pension and profit-sharing plans, charitable organizations, and corporations, and also offers institutional retirement-plan counsel. The firm markets its Mosaic Wealth Management© turnkey service and a Brand Family Office offering (typically for clients with $20,000,000 in AUM or $30,000,000 net worth, though BAMG may waive this threshold) and conducts financial-education presentations and special projects for organizations.

BAMG emphasizes continuous personal consultation and a multi-asset, multi-style, multi-manager approach to portfolio construction, using strategic asset-allocation processes and periodic reporting to align portfolios with client objectives and risk tolerances. The firm manages most accounts on a discretionary basis, may select sub‑advisors or institutional share classes, and will at times retain pre-existing or legacy positions and, more rarely, use margin transactions.

The brochure discloses some features that distinguish BAMG from many peers: it expressly notes the use of client testimonials in its advertising, and its Mosaic option can be structured as a single‑fee turnkey program that may include coordinated estate and accounting services via arrangements with a CPA firm and law firm. BAMG’s family-office services list atypical support elements (for example, concierge medicine, bill‑pay and outsourced providers), and the firm also documents a long history of public educational programs and keynote presentations.