Bespoke Investment Group 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.
Bespoke Client Types and Minimum Account Sizes
Bespoke Investment works exclusively with non-high-net-worth and high-net-worth individuals.
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 clients an annual management fee of 0.80% as a percentage of total account value. Fees are negotiable, though.
What to Watch Out For
According to its SEC filings, Bespoke Investment Group has no disclosures on its record.
Opening an Account With Bespoke Investment Group
To contact the firm, call (914) 315-1248 or send a message via its site.
All information was accurate as of the writing of this article.
Investing Tips
- A financial advisor can help you maximize your investment portfolio. Finding a qualified financial advisor doesn’t have to be hard. SmartAsset’s free tool matches you with up to three financial advisors who serve your area, and you can interview your advisor matches at no cost to decide which one is right for you. If you’re ready to find an advisor who can help you achieve your financial goals, get started now.
- 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.
