Castle Rock, CO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Brand Asset Management Group, Inc.
Team
Firm-wide stats for Brand Asset Management Group, Inc.
About
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.
Based on Brand Asset Management Group, Inc.
Expertise
Based on Brand Asset Management Group, Inc.
Location
115 Wilcox Street, Suite 220
Castle Rock CO 80104
Advisors at this office
2
Advisors at this office
John R
CFA®, Series 63, Series 65
Castle Rock, CO
Brand Asset Management Group, Inc.
John Riddle is a CFA® charterholder with 11 years of industry experience. He is currently with Brand Asset Management Group, Inc., and previously worked at Jackson Creek Investment Advisors LLC, 361 Capital LLC, Duff & Phelps Investment Management Co., and Capital West Asset Management LLC. He is also active at Jackson Creek Investment Advisors LLC in an investment-related role. Brand Asset Management Group provides discretionary investment advisory services to a range of clients, including individuals, trusts, pension plans, and charitable organizations. The firm employs a multi-asset, multi-style approach to portfolio construction and offers specialized services such as the Mosaic Wealth Management© turnkey program and family office support.
Mark J
CFA®
Castle Rock, CO
Brand Asset Management Group, Inc.
Mark Jaeger is a CFA® charterholder with 17 years of experience in the financial industry. He is currently with Brand Asset Management Group, Inc. and has held prior roles at Jackson Creek Investment Advisors, LLC, 361 Capital LLC, BRC Investment Management, LLC, Duff & Phelps Investment Management Co., and Capital West Asset Management LLC. In addition to his advisory work, Jaeger holds an active CPA license, though he is not actively soliciting accounting clients. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a multi-asset, multi-style, multi-manager approach and offers specialized services such as the Mosaic Wealth Management© turnkey program and family office support for high-net-worth clients.
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