Bespoke Investment Group
Bespoke Investment Group LLC is a wealth management and research firm that provides investors with equities and exchange-traded fund (ETF) solutions. Its financial advisors also provide market research and analytical tools to help them make better investing decisions.
Bespoke Investment Group Background
Bespoke Investment has been in operation since 2007. It was founded by current principal owners Paul Hickey and Justin Walters. Today, the firm oversees more than $26 million in assets. It’s based in Harrison, New York.
What Types of Clients Does Bespoke Investment Group Accept?
Bespoke Investment works exclusively with individual investors. According to documents it recently filed with the Securities and Exchange Commission (SEC), the firm works with about as many high-net-worth individuals as investors outside that scope.
Bespoke Investment Group Minimum Account Size
To establish an investment advisory relationship with Bespoke Investment, the firm requires a minimum account size of $200,000. The firm, though, may make exceptions at its discretion.
Services Offered by Bespoke Investment Group
Bespoke Investment offers two types of investment supervisory services to its clients. One invests solely in ETFs. The other involves equities and ETFs. The firm aims to tailor portfolios to the needs of each individual client. So it would determine asset-allocation strategies based on personal factors such as the client’s risk tolerance and investment goals. Bespoke Investment allows clients to place restrictions on investing in certain securities.
In addition, the firm provides investors with market research and analytical tools. These are available on a subscription basis. Features may include trend analyzers, chart scanners and interactive model portfolio builders.
Bespoke Investment Group Philosophy
Bespoke Investment focuses on the performance of equities and ETFs. When evaluating securities and building portfolios, the firm may employ various strategies. These may include charting, fundamental, technical and cyclical analysis. The firm’s main research sources include financial media, inspections of corporate activities and third-party market research.
Fees Under Bespoke Investment Group
Bespoke Investment charges annual management fees as a percentage of total account value. For the equities and ETF service, the annual fee is 1.25%. For the all-ETF supervisory service, the annual fee is 0.75%.
What to Watch Out For
Bespoke Investment focuses on equities and ETFs only. So those looking to diversify their investments with other asset classes, may want to work with a different firm. You can use our financial advisor matching tool to find a suitable one in your area.
Bespoke Investment Group Disclosures
According to its SEC filings, Bespoke Investment had no disciplinary or legal actions in the last 10 years to report. For the latest information, access its Form ADV on the SEC website.
Opening an Account With Bespoke Investment Group
To contact the firm, call (914) 315-1248 or send a message via its site at https://www.bespokepremium.com/about-us/.
Where Is Bespoke Investment Group Located?
Bespoke Investment currently is located at the following address:
105 Calvert Street
Harrison, New York 10528.
All information was accurate as of the writing of this article.
Tips On Boosting Your Investments
- Bespoke Investment’s money management strategies are limited to certain types of asset classes. If you want more diversification in your portfolio, SmartAsset’s financial advisor matching tool can help you find a professional who is a better fit. Based on your answers to a few questions about your financial goals, the tool connects you with up to three local advisors. You can evaluate their profiles and review their qualifications before deciding to work with one.
- If you’re curious about what the returns on your current investment strategies may look like down the road, use our investment calculator. It does the math, taking into account how much you invest (initially and annually), the rate of return you can expect and the number of years your money has to grow. Additionally, our capital gains calculator can help you visualize the tax hit you’ll take when you sell stocks, given your income, tax deductions and city and state tax rates.