Black Sea Investment Group

Black Sea Investment Group, established in 2023, offers portfolio management and financial planning to a broad set of clients including individuals, families, high‑net‑worth clients, charitable organizations, trusts, and select corporate entities. Its services include discretionary and non‑discretionary investment management, security selection, asset allocation, ongoing monitoring, and one‑time financial planning consultations.

The firm describes a research‑driven approach emphasizing asset allocation, diversification, security selection, risk management, periodic rebalancing, and regular account reviews to align portfolios with client objectives. Fees for investment management are charged as a percentage of assets under management on a tiered schedule (the firm reports one discretionary account of roughly $110,000), while financial planning engagements are billed hourly at $150 per hour with initial and final meetings provided at no charge.

Noteworthy distinctions relative to many peers are that the firm explicitly accepts individual and non‑high‑net‑worth clients and offers planning on an hourly basis—both arrangements that are less common among firms in this category. The firm is small and newly formed, does not act as a broker‑dealer or take custody of client assets, and states it does not participate in wrap programs, soft‑dollar arrangements, or order aggregation.