About BH Asset Management

We are a registered investment advisor, meaning we are held to a fiduciary standard and must always put your interests first. We provide unbiased advice, employ an open architecture approach, and only charge flat fees. We are transparent and maintain frequent communication with our clients. With over 30 years of fund management experience, we offer the most sophisticated investment techniques. 

Your Team Leader

Charles E. Helme

Managing Director
Charles E. Helme Joined BH Asset Management as Managing Director in 2010. He managed portfolios for Corporations, endowments, universities, pensions...

What We Do


Client Solutions

We pride ourselves on paying close attention to our clients' needs, and the firm philosophy is to approach clients with two solutions.

Why BH Asset Management?

We at BH Asset Management don’t have one-size-fits-all financial plans because we are dedicated to understanding your family and your values before making a recommendation. Each piece of our advice is uniquely catered to you.

Investment Process & Strategy

It is our goal to assist you in building a solid financial structure that will grow and build wealth for you and your family. We will consider important milestones and take the time to understand each client's goals, risk tolerance, income requirements, tax position, and time horizon before creating a strategy.

Achieve your goals, with us

Take your first step into becoming financially secure by using our free planning tool.

Go Money