BFS offers investment management and portfolio planning for family and corporate clients. Fees are commonly based on a percentage of assets under management. Investments offered within portfolios can include, but not limited to:
• No-load Mutual Funds
• Index Funds
• Exchange Traded Funds
• Common Stocks
• Preferred Stocks
• Real Estate Investment Trusts (REITs)
• Corporate Bonds
• Municipal Bonds
• Certificate of Deposits (CDs)

When structuring a portfolio, many factors are weighed including, but not limited to:
• Time Horizon
• Tolerance for Risk
• Stock/Bond Diversification
• Domestic/International Allocation
• Investor Experience
• Need for Growth vs. Income
• Internal Expenses and Transaction Costs
• Investment Ratings and Historical Investment Performance

BFS also offers a variety of non-portfolio services provided for a flat fee depending on the depth of the case. Examples of these services include, but are not limited to:
• Formal Financial Plans
• Current 401k and/or 403b Account Reviews
• Cost Basis Computations
• Employee Stock Option Assistance
• Insurance Analysis
• General Financial Services
• Stock Re-Registering