Bibler Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bibler Financial Group provides discretionary investment advisory and portfolio management to individuals, high-net-worth clients, IRAs, pension and profit-sharing plans, trusts, foundations, charitable institutions and corporations. The firm offers ongoing management using a range of tactical investment products, including no-load mutual funds, index and target-date funds, ETFs, individual stocks and bonds, and certificates of deposit.
The firm pursues an actively managed, tactical asset-allocation approach that combines macroeconomic and valuation-based fundamental analysis with security-level selection to build globally diversified portfolios, typically with a three- to five-year time horizon. For fixed income, the firm selects preferred securities, investment-grade corporates, government and taxable municipal bonds and performs its own credit analysis rather than outsourcing that work.
Operating as a money manager since 1997, the firm has full discretionary authority to trade client accounts and also votes proxies on clients’ behalf while allowing clients to direct votes if they choose. The firm recommends custody at Schwab Institutional and discloses access to Schwab’s institutional trading, custody services and business-support products that may benefit the firm, a potential conflict of interest discussed in the brochure.
Client services
Expertise
Fee options
1.00% annually for equity, balanced and fixed income accounts; 0.30% annually for small business company retirement plans; negotiable typically 0.3% for small business cash investment accounts
Main office
Big Sky MT
Advisors at this office
1
Most active in
Montana
Also doing business as
Bibler Financial Group · Bibler Financial Group, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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