BGR Advisors

BGR Advisors provides customized investment management services primarily to high‑net‑worth individuals and their related trusts, estates, and other legal entities. The firm manages client assets on a discretionary basis and typically invests in domestic and international equities, taxable and tax‑exempt bonds, U.S. government securities, mutual funds, and ETFs, with fees charged as a percentage of assets under management.

The firm’s investment process relies on fundamental analysis of individual securities and funds, constructing portfolios to match each client’s return objectives, risk tolerance, income needs, tax considerations, and liquidity requirements. Portfolios are generally managed with multi‑year time horizons, although positions may be adjusted more quickly in response to market developments, and clients may impose reasonable written restrictions on account management.

Distinctive aspects include a very small client base (nine client relationships and roughly $44.8 million in assets) and a client mix focused on high‑net‑worth accounts without serving non‑HNW individual clients, which the brochure highlights as the firm’s primary market. Because custody is spread across multiple custodians and accounts are customized, the firm generally does not aggregate trades—a practice the brochure notes can result in slightly higher execution costs—and it does not vote proxies on behalf of clients, leaving proxy voting to account owners.