The Bogdahn Group is a full service registered investment advisory firm. The firm was founded with the belief that the investment client should have the most objective and unbiased information with which to prudently evaluate their portfolio allocations and performance.
We are an independent firm, 100% employee owned, and serve as a fiduciary to each of our clients, a role we accept without caveat or exception. We have never engaged in soft-dollar fee arrangements and are not affiliated with any Investment Management firms or other service providers. Our firm is comprised of a dedicated group of industry research specialists with diverse business backgrounds and each member of our firm is encouraged to bring their unique perspective to the table in formulating client solutions.
We know that trust, integrity, confidence and respect are the cornerstones of any successful business relationship. As a result, we always have and always will work hard to make sure our client’s interests are placed first. Our objective is to serve as our clients advocate and guide in the implementation, maintenance, administration and fiduciary oversight of their investment programs. Exceptional service, as defined by each client, is our goal.