The Bogdahn Group

Providing Definitive Recommendations

One of the greatest criticisms of the consulting industry as a whole is that firms are “long” on ideas and “short” on implementation. We continuously work to redefine this criticism by providing our clients with definitive recommendations and efficient implementation of structures and strategies.

Although portfolio decisions are ultimately implemented at the direction of the client, our process is focused on identifying and quantifying investment themes that allow for the realistic assessment of risk and the establishment of return expectations. The presentation and communication of this information is always structured toward allowing clients to make informed investment decisions they can trust.

Client Service Philosophy

To maximize the effectiveness of our recommendations, The Bogdahn Group utilizes a team-based approach to client service. However, each client will also be assigned a primary consultant that is responsible for coordinating the relationship and understanding that client’s specific needs. This client service philosophy is based on the belief that the formulation of an investment plan, coupled with prudent implementation and performance evaluation, is essential to the oversight of investment assets. Our primary objective is to serve as the client’s advocate and guide in implementing this process.

At The Bogdahn Group, we focus on creating partnerships, not customers. Our investment consulting services are specifically tailored to meet each client’s unique needs. From return requirements, risk tolerance/budgets, cash flow and liquidity needs, we work with each client to implement dynamic strategies based on their portfolio through time. Through careful research and collaboration, our focused consultants and dedicated service teams provide the key ingredients necessary for fostering and maintaining strong client-centered relationships.

In short, we work to meet all of the needs and demands of our clients by establishing a framework that simplifies their investment and fiduciary decisions.

Straight Forward Solutions

In today’s investment environment, client needs and portfolio strategies are increasingly complex. Despite these challenges, we continuously work to tailor our information and recommendations using a “straight-forward” approach that results in actionable, cost-efficient client solutions.

We encourage any prospect to communicate with our clients and other industry professionals to evaluate their opinion of our services and professionalism. You will quickly discern that there is a significant difference between consulting firms and that The Bogdahn Group has a unique and enviable position in the industry.

Independent and Objective Advice

The Bogdahn Group is not affiliated with any investment manager, insurance company, brokerage firm, custodian, administrator, or other 3rd party service provider. We simply do not engage in any soft-dollar fee arrangements or other revenue generating programs. 100% of The Bogdahn Group’s revenue is generated from the payment of the annual hard-dollar retainer fees that clients pay for our services.

This singular “fee for services” model has allowed The Bogdahn Group to eliminate potential conflicts of interest regarding our recommendations. As a result, this model gives our clients the confidence and trust that our sole focus is on providing the highest level of independent and objective investment consulting and advisory service possible. While many consulting firms will make the claim that they provide independent advice and/or minimize their conflicts of interest through “Chinese walls”, we stand behind our structure as the only true model for providing client-focused, independent advice.

Simplified Investment Decisions

We strive to deliver our services in a customized and user-friendly format based on each clients’ unique needs. Using a dynamic combination of data, presentation, education and communication tools, we attempt to provide our clients with the resources and actionable recommendations that will allow them to make the most informed decisions possible.

At the Bogdahn Group, we believe in simplifying investment decisions. We have found that the most effective way to accomplish this objective is to build client “partnerships” based on understanding and trust. By taking time to meet and understand our clients on a personal level, we are able to provide them with meaningful and actionable investment guidance that produces sustainable, solid results.

While our recommendations are based on a wealth of experience and in-depth analysis, we strive to present client information in a format that is understandable and intuitive. As a result, we do not structure our presentations or communications to impress the client with our technical knowledge and expertise, but rather to allow clients to easily recall the reasoning behind each of the decisions implemented in their portfolio.