A complete list of active advisors currently associated with Brand Asset Management Group, Inc.

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

Brand Asset Management Group (BAMG) provides discretionary investment advisory services to individuals (including high net worth clients), trusts and estates, pension and profit-sharing plans, charitable organizations, and corporations, and also offers institutional retirement-plan counsel. The firm markets its Mosaic Wealth Management© turnkey service and a Brand Family Office offering (typically for clients with $20,000,000 in AUM or $30,000,000 net worth, though BAMG may waive this threshold) and conducts financial-education presentations and special projects for organizations. BAMG emphasizes continuous personal consultation and a multi-asset, multi-style, multi-manager approach to portfolio construction, using strategic asset-allocation processes and periodic reporting to align portfolios with client objectives and risk tolerances. The firm manages most accounts on a discretionary basis, may select sub‑advisors or institutional share classes, and will at times retain pre-existing or legacy positions and, more rarely, use margin transactions. The brochure discloses some features that distinguish BAMG from many peers: it expressly notes the use of client testimonials in its advertising, and its Mosaic option can be structured as a single‑fee turnkey program that may include coordinated estate and accounting services via arrangements with a CPA firm and law firm. BAMG’s family-office services list atypical support elements (for example, concierge medicine, bill‑pay and outsourced providers), and the firm also documents a long history of public educational programs and keynote presentations.

To learn more about the advisors currently working at Brand Asset Management Group, Inc., 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.