A complete list of active advisors currently associated with BG Investment Services, LLC

Warmer can help you find a great advisor at BG Investment Services, LLC or one who fits your needs even better.

BG Investment Services provides comprehensive portfolio management and financial planning to individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, corporations and government or charitable entities. The firm manages roughly $868 million in combined discretionary and non‑discretionary assets and may engage third‑party asset managers to implement client portfolios. The firm delivers individualized advice with ongoing portfolio monitoring and rebalancing, using a mix of analytical methods — including fundamental, technical and cyclical analysis — and a range of strategies from long‑term holdings to shorter‑term trading where appropriate to client objectives. Cash and cash‑equivalent holdings are routinely used for liquidity and fee processing, and client accounts are reviewed at least annually with client‑directed restrictions accommodated when feasible. BG Investment Services is wholly owned by ASC Trust, LLC, a subsidiary of BankGuam Holding Company, Inc., and the brochure notes banking and trust services are available from related entities under separate engagement agreements — an organizational affiliation that is uncommon among peers. The firm also discloses that some representatives act as licensed insurance agents/brokers, maintains standing‑letter procedures for third‑party transfers, sponsors a wrap‑fee program limited to legacy clients, and uses Fidelity as its primary custodian, all of which distinguish its operating model from many team‑sized advisory firms.

To learn more about the advisors currently working at BG Investment Services, 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.