Bespoke Investment Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bespoke Investment Group provides discretionary portfolio management primarily to individual and high-net-worth clients and reports an account minimum for its managed services. The firm also operates paid online subscription services (Bespoke Newsletter, Bespoke Premium, Bespoke Institutional/Bespoke All Access, and Bespoke Pulse) that sell monthly and annual access to market research and commentary.
The firm’s investment work concentrates on equities while also using ETFs, ETNs, and fixed income for diversification, and it employs a mix of charting, cyclical, fundamental, quantitative, and technical analysis across both long- and short-term trading. Bespoke documents client goals and risk tolerance in an investment policy statement, manages accounts on a discretionary basis, and states its fiduciary responsibilities for retirement accounts while providing regular monitoring and quarterly reporting.
Compared with many team firms, Bespoke’s business model combines traditional asset-based portfolio management with a suite of paid periodicals and subscription research, and the brochure discloses that subscription fees may be collected in advance. The firm also discloses that representatives may trade in or comment on securities discussed in its subscription products and addresses those potential conflicts through its Code of Ethics and disclosure practices.
Client services
Expertise
Fee options
0.80% annually
$39/month or $395/year for Bespoke Newsletter; $99/month or $995/year for Bespoke Premium; $195/month or $1,995/year for Bespoke Institutional/Bespoke All Access; $39.99/month or $365/year for Bespoke Pulse
Account minimum: $200,000
Main office
105 Calvert St., Suite 100
Harrison NY 10528
Advisors at this office
5
Most active in
Florida · Nebraska · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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