A complete list of active advisors currently associated with TBG-Bedford Group LLC
Warmer can help you find a great advisor at TBG-Bedford Group LLC or one who fits your needs even better.
TBG-Bedford Group LLC is a newly registered investment adviser that provides financial planning, consulting, investment and wealth management, and retirement plan consulting to a range of clients including individuals, trusts, estates, charitable organizations, corporations and pension or profit-sharing plans. The firm reported no assets under management at the time of its filing and states it expects to be eligible for SEC registration within 120 days. The firm describes a long-term, disciplined approach focused on strategic asset allocation, diversification and risk management, offering discretionary and non-discretionary portfolio management that allocates among mutual funds, ETFs, individual securities, REITs, privately placed securities and allocations to Independent Managers. TBG also conducts due diligence on Independent Managers, provides ERISA fiduciary services for retirement plans, and may recommend private collective investment vehicles and other alternative investments alongside traditional portfolios. Notable and uncommon features disclosed in the brochure include a related attorney who maintains a separate legal practice at the same address and may provide legal services to some clients for separate fees, and an ownership overlap with an Independent Manager that may receive client allocations—both relationships are identified as potential conflicts of interest. The brochure also discloses that several supervised persons act as registered representatives of a broker-dealer and as licensed insurance agents, and combined with the firm’s zero-reported AUM at filing, these affiliations and service mix distinguish its profile from many team advisers that primarily serve high-net-worth or retail individual clients.
To learn more about the advisors currently working at TBG-Bedford Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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