For over three decades, our principals have been working closely with our clients to develop investment strategies and build individual portfolios to meet each client’s evolving financial goals and investment objectives. We manage equity, fixed income, and balanced-investment portfolios on a discretionary basis, driven by an obligation to provide security to our clients.
We add value to the advisory relationship through a truly client-centered approach. It starts with dialogue that explores circumstances and interests, helping clients think about short- and long-term goals and the range of possibilities. One consistent result is a good rapport with clients — an essential element of success.
BHA is an independent SEC-registered investment advisor (RIA).
Client Relationship Summary (Form CRS)