Bespoke Investment Group, LLC logo

Bespoke Investment Group, LLC

Updated today

Client AUM

$101,322,521

Clients

59

Advisors

5

of 6 employees

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

Portfolio management Newsletters or periodicals

Expertise

Active portfolio management

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Fee options

Percentage

0.80% annually

Subscriptions

$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

Other

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

Advisors at this firm

user avatar

Jack S

Series 65

Harrison, NY

Bespoke Investment Group, LLC

Jack Saltus is a financial advisor with Bespoke Investment Group, LLC, holding a Series 65 credential and one year of industry experience. He has been with Bespoke since 2022 and previously worked at Birinyi Associates in 2018 and 2019. Saltus also attended St. Lawrence University from 2019 to 2023. Bespoke Investment Group serves individual and high-net-worth clients by providing discretionary portfolio management alongside subscription-based market research products and newsletters. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analysis to implement both long- and short-term trading strategies within managed accounts.

Active portfolio management
user avatar

Jake G

Series 65

Harrison, NY

Bespoke Investment Group, LLC

Jake Gordon is a Series 65-credentialed advisor at Bespoke Investment Group, LLC with five years of industry experience. He has been with Bespoke Investment Group since 2018. Bespoke Investment Group provides discretionary portfolio management primarily to individual and high-net-worth clients, combining traditional asset-based management with paid subscription services offering market research and commentary. The firm employs a diversified investment approach that includes equities, ETFs, ETNs, and fixed income, using various analytical methods across both long- and short-term trading.

Active portfolio management
user avatar

Justin W

Series 65

Harrison, NY

Bespoke Investment Group, LLC

Justin Walters is a financial advisor with Bespoke Investment Group, LLC, holding a Series 65 credential and four years of industry experience. He has been with Bespoke Investment Group since 2007. Outside of his advisory role, he is a member of 5107 LLC, a holding company. Bespoke Investment Group serves individual and high-net-worth clients by providing discretionary portfolio management alongside subscription-based market research products. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analysis, managing accounts on a discretionary basis with regular monitoring and documented fiduciary oversight.

Active portfolio management
user avatar

Paul H

Series 63, Series 65

Harrison, NY

Bespoke Investment Group, LLC

Paul Hickey is a financial advisor with Bespoke Investment Group, LLC, holding Series 63 and Series 65 licenses and 4 years of industry experience. He has been with Bespoke Investment Group since 2007. Outside of his advisory role, he is a member of 5107 LLC, a holding company. Bespoke Investment Group serves individual and high-net-worth clients with discretionary portfolio management and subscription-based market research products. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analysis to manage accounts on a discretionary basis, typically using Schwab Institutional for client custody.

Active portfolio management
user avatar

Francis C

Series 63, Series 65

Harrison, NY

Bespoke Investment Group, LLC

Francis Conway is a financial advisor at Bespoke Investment Group, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Bespoke Investment Group, he worked for Connecticut Premier Hoops Development for eleven years. Bespoke Investment Group serves individual and high-net-worth clients by providing discretionary portfolio management and a range of online subscription research products and newsletters. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analysis to manage accounts, typically on a discretionary basis with monthly monitoring.

Active portfolio management
View complete list of advisors at this firm
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