A complete list of active advisors currently associated with BHK Investment Advisors
Warmer can help you find a great advisor at BHK Investment Advisors or one who fits your needs even better.
BHK Investment Advisors provides investment advisory and consulting services to individuals (including high-net-worth clients), corporations, retirement plans, foundations, and other institutions. The firm offers portfolio management, manager-selection consulting, a math-based ETF model program (BHK-GPS), and retirement plan consulting across income, growth, balanced and ETF-focused strategies. Advisors work with clients through Investment Advisor Representatives who gather financial and demographic information to develop tailored investment programs; services can be delivered on a discretionary or non-discretionary basis and include manager evaluation and ongoing monitoring. The firm’s BHK-GPS program emphasizes broad multi-asset ETF allocations, regular rebalancing, and quarterly performance reporting versus benchmarks, and it notes that some manager-provided performance reports are not audited. BHK is affiliated with an in-house broker-dealer and insurance agency, and many advisors also serve as registered representatives, which results in broker-dealer and insurance compensation streams (including receipt and sharing of certain 12b-1 and custody-related fees) and staff time spent on broker-dealer/insurance activities. Compared with many peers, BHK manages a substantial portion of assets on a non‑discretionary basis and maintains formal relationships with third‑party managers it evaluates and recommends for clients.
To learn more about the advisors currently working at BHK Investment Advisors, 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 |
|---|---|---|
Birmingham, AL
| 9
|
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