A complete list of active advisors currently associated with BF/Anderson
Warmer can help you find a great advisor at BF/Anderson or one who fits your needs even better.
B.F. Anderson & Co., Inc. provides discretionary and non‑discretionary investment supervisory services to individuals (including high‑net‑worth clients), corporations, pension plans, trusts, estates and other entities. The brochure also indicates the firm reports relationships with insurance companies and pooled investment vehicles and offers both wrap‑fee and non‑wrap account arrangements. The firm follows a "Focused Investing" approach that blends fundamental analysis, technical analysis and charting to concentrate portfolios in a limited number of U.S. small‑ to large‑capitalization companies. B.F. Anderson does not use margin or option strategies, does not charge performance‑based fees, and maintains ongoing account monitoring with daily trade review and quarterly appraisal reports. Compared with many peers, the firm’s sponsorship of a wrap fee program and its reported work with insurance company and pooled vehicle clients are uncommon for a firm of its size and structure. With three advisors managing roughly $62.6 million across a small client base, the firm relies on Schwab Advisor Services for custody and execution and discloses the related institutional services and potential conflicts that can arise from that relationship.
To learn more about the advisors currently working at BF/Anderson, 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 |
|---|---|---|
Baton Rouge, LA
| 13
| |
Baton Rouge, LA
| 49
| |
Baton Rouge, LA
| 15
|
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