OUR SERVICES


BH Asset Management offers portfolio management services on a discretionary basis.  Our robust technology platform allows you to maintain your preferred custodial relationships.

 

Our comprehensive offering includes a review of your current holdings, guidance to help you clarify goals, and a solution set that incorporates the characteristics and attributes of a well-diversified portfolio commensurate with your particular risk parameters.

 

Alternatively, we design specific strategies to attain discrete goals within your overall financial plan.  That mandate could focus on a specific asset class (i.e. Municipal Obligations in your home state), or for a specific investment vehicle (your company’s retirement plan).

 

Our process includes consideration of such components as tax issues, liquidity requirements, asset class preferences, investment time horizon and return expectations.

 

We make sure you understand and are comfortable with the recommendations we make, so that we can move forward as a team, committed to your financial well-being.