A complete list of active advisors currently associated with Bard Investment Group, LLC
Warmer can help you find a great advisor at Bard Investment Group, LLC or one who fits your needs even better.
Bard Investment Group LLC provides financial planning, ongoing portfolio management, and group educational seminars and workshops primarily for individuals, high‑net‑worth individuals, and small businesses. The firm is a single‑member LLC formed in 2025 and reported no assets under management as of the brochure date. Its investment approach emphasizes low‑cost, broadly diversified index mutual funds and ETFs, supplemented when appropriate with individual equities and fixed‑income securities, using fundamental, technical, and qualitative analysis. Portfolio management is conducted on a non‑discretionary basis with periodic (at least quarterly) reviews and client approval required for trades. Features that distinguish Bard from many investment-manager peers include the regular offering of public seminars and workshops and the availability of hourly financial planning engagements—both services that are uncommon in the investment-manager category. The firm also does not take custody or discretionary authority, reports no soft‑dollar arrangements, and its principal maintains a separate contract programming business, factors that may affect capacity and operational considerations for prospective clients.
To learn more about the advisors currently working at Bard Investment Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Colleyville, TX
| 0
|
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