A complete list of active advisors currently associated with TBG-Bedford Group LLC

Warmer can help you find a great advisor at TBG-Bedford Group LLC or one who fits your needs even better.

TBG-Bedford Group provides financial planning, consulting, investment management and retirement plan consulting to a range of clients, including individuals, trusts, estates, charitable organizations, corporations and pension and profit-sharing plans. The brochure states the firm was recently formed, had no assets under management at filing, and expects to be eligible for SEC registration within 120 days of approval. The firm describes a long-term, disciplined investment approach that emphasizes strategic asset allocation, risk management and customized portfolios aligned with each client’s objectives, implemented on either a discretionary or non-discretionary basis. It uses a mix of mutual funds, ETFs, individual securities, privately placed securities, private collective investment vehicles and third‑party Independent Managers, and monitors and rebalances portfolios periodically. Notable features disclosed in the brochure include economic interests in affiliated private funds and the potential for related conflicts of interest (with procedures such as possible fee waivers to mitigate duplicative compensation), a principal who maintains a separate legal practice and may provide legal services for separate fees, and relationships where certain supervised persons act as registered representatives of a broker‑dealer or licensed insurance agents—each creating explicit conflicts the firm discloses and describes how it seeks to address.

To learn more about the advisors currently working at TBG-Bedford Group LLC, 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.

You can also browse TBG-Bedford Group LLC's office locations.