We are held to the fiduciary standard.
Your interests are our priority.
BH Asset Management is a personalized and customized boutique investment management firm with over 30 years of fund management experience. We are dedicated to providing asset management and strategic wealth services that are specific to you and your situation.
As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long-term investment results. We achieve this through transparency, frequent communication, and an overall open architecture approach.
As a firm:
- We provide objective, independent counsel to wealthy families, individuals, trustees, and institutions.
- We serve a diverse client base from offices in New York, Florida, and Connecticut.
- We stress growth and preservation of capital with tax-sensitive strategies that will help clients grow and protect their wealth in a sustainable way.
As your trusted advisor:
- We carefully monitor the number of relationships of each portfolio manager to ensure that your manager is always available to you.
- We coordinate investments with input from our clients' accountants, attorneys, and other advisors on an ongoing basis.
- We are not a banking, brokerage, or insurance business, so there are no potential conflicts of interest.
- We have a client-centric business model as investment advisory is our only business.
- We are held to the fiduciary standard—our clients' interests are our priority.
BH Asset Management aims to professionally support, educate, and provide informed direction to each and every client. We do this with the highest level of trust, integrity, and respect while always collaborating and working as a team.
Learn more about our Team, Process, and Philosophy.