B.G. Kaserman & Associates L.L.C.

The firm serves individual and high‑net‑worth clients with fiduciary investment advisory services, offering retirement income planning, holistic financial planning, and discretionary asset management. It also provides standalone tax preparation and facilitates estate‑planning services through a third‑party provider.

Its investment approach relies on fundamental analysis and generally favors long‑term portfolios constructed from ETFs, bonds and low‑cost diversified mutual funds, with implementation sometimes via independent managers or model portfolios accessed through an institutional platform. The firm uses third‑party artificial‑intelligence tools as decision‑support for research, portfolio analysis and risk monitoring, while retaining human review and discretionary authority over final investment decisions.

Notable distinctions include an affiliation with insurance activities: the firm’s advisory personnel are licensed insurance professionals who sell insurance products and may receive commissions, a disclosed conflict the firm addresses in its policies. As a solo advisor with modest assets under management, the firm also maintains an institutional relationship with its custodian/platform (providing software and economic benefits) and has recently expanded into tax preparation and estate‑planning services.