A complete list of active advisors currently associated with BH Asset Management, LLC

Warmer can help you find a great advisor at BH Asset Management, LLC or one who fits your needs even better.

BH Asset Management LLC provides proprietary investment management services primarily to high net worth individuals, with a stated typical minimum relationship size of about $1,000,000 while allowing exceptions on a case‑by‑case basis. Services described in the brochure include assessment of client objectives, development of investment policies and asset allocation strategies, individual security analysis, portfolio rebalancing and regular performance reporting. The firm follows a fundamental investment approach that starts with macroeconomic and sector analysis and progresses to company‑level financial review to identify undervalued or growth‑oriented equities and bonds, and it generally manages client accounts on a discretionary basis with monthly reviews. BH may use third‑party consultants for research, models or recommendations, but retains sole decision‑making authority over client portfolios. Distinctive features highlighted in the brochure include an ownership structure involving holding companies and an outside investor whose stake increased to 34% effective March 31, 2023, a corporate arrangement that is less common among similarly sized advisory firms. The firm also reports that it does not participate in soft‑dollar arrangements, does not have custody of client assets, and will recommend custodians based on execution, service and research considerations when clients do not designate their own.

To learn more about the advisors currently working at BH Asset Management, 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.