Bespoke Investment Group offers wealth management services for investors who are looking for a portfolio manager to handle either all or a portion of their assets. Bespoke offers management services for the following taxable and retirement account types:
- Joint Tenants
- Trusts and Estates
- Traditional IRA
- Rollover IRA
- SEP IRA
- Simple IRA
- Individual Pension and 401k
Bespoke’s portfolio management team uses rigorous in-house research to construct portfolio strategies for investors based on their financial goals and needs. Bespoke offers multiple strategies, including aggressive growth, conservative growth, conservative income, and asset allocation models.
Bespoke’s accounts are housed at Charles Schwab, which acts as custodian. Charles Schwab offers in-depth broker/dealer services with full transparency at all times. Bespoke has an account minimum of $200,000, and our management fee is 0.80% per year.
If you would like to learn more about Bespoke’s wealth management services and inquire about opening an account, please feel free to send us an email or give us a call at 914-315-1248.
You can access our most recent Form ADV Part 2 and Form CRS for additional information.