Venice, FL Office

TBH Global Asset Management provides investment management, financial planning, pension and retirement consulting, trustee services, bill‑paying, and general consulting to individuals (including high‑net‑worth and accredited investors), retirement plans, and business entities. The firm manages accounts on both discretionary and non‑discretionary bases and offers tailored planning engagements that can be one‑time or ongoing.

The firm’s investment process blends top‑down macro, fundamental, and quantitative analysis and uses asset‑allocation model portfolios for implementation. TBH regularly leverages third‑party models and trade implementation tools — notably JP Morgan’s tactical multi‑asset models and 55ip’s automated tax‑optimization — and may recommend alternatives, REITs, private pooled funds and SPACs to suitably accredited clients.

A noteworthy feature is TBH’s affiliation with OrionCFO, an outsourced CFO and accounting services provider, which the firm discloses as creating potential cross‑referral incentives and addresses through written disclosures and client choice. TBH also offers trustee and bill‑paying arrangements and uses standing letters of authorization in some accounts, operational practices that the firm notes can raise custody considerations and for which it describes oversight and audit procedures.