BSG ADVISERS

Overview

BSG Advisers is an independent, fee-based registered investment adviser that combines portfolio management for individuals and small businesses with financial planning and adviser-selection services. The firm positions itself as a capital allocator, using both in-house discretionary strategies and external managers when it makes sense for client goals. Equity exposure is the dominant theme across client accounts, with a clear preference for exchange-traded instruments. Services extend beyond portfolio oversight to include pension consulting work and educational seminars, indicating the firm works with a mix of private individuals, families and institutional or plan-related clients. Investment decision-making appears centered on liquid public markets—primarily equities—while the firm also integrates third-party solutions and non-transparent strategies through adviser selection. Fees are structured to accommodate both asset-based relationships and fee-for-service work (hourly and fixed-fee engagements), allowing flexibility for planning-only or consulting clients alongside traditional AUM relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices