Why BH Asset Management?
We are committed to uncovering opportunities
& limiting risk for you and your family
We aim to meet your needs at every life stage through wealth planning, investment advice, investment solutions, and trust/estate planning. We offer personal portfolio management. Throughout our process, we will listen to your goals and focus on your values and the big picture, using that framework to manage your individual or family’s financial well-being.
The Dual Approach
We employ a Dual Approach that starts by developing a Personal Solution designed for you and your family's personal goals, then we employ the most sophisticated techniques to provide you with an Investment Solution to achieve these goals.
1.) The Personal Solution is the focus. What do you and your family need?
2.) The Investment Solution then becomes the means to an end for your financial needs and goals.
We adhere to a clear code of professional ethics and meeting your investment needs is our focus. With that said, it is important for us to be transparent through a direct, face-to-face relationship and regular communications.
While many firms are held to a "suitability" standard, we are bound to a fiduciary standard. We will always have your best interests in mind, and be transparent through regular communication.
Find out if you need an advisor