New Initiative to Support Institutional Clients
The Bahnsen Group, a prominent national wealth management firm managing over $8.2 billion in assets, has officially launched TBG Institutional Advisory Services, a new division tailored specifically for institutional investors. This initiative is designed to cater to a variety of organizations, including non-profits, universities, and foundations, providing them with specialized investment management services. The unit aims to serve clients with investable assets ranging from $10 million to $100 million, focusing on optimizing their investment strategies across various asset classes.
This new advisory unit represents a significant expansion of the firm’s capabilities, as it seeks to enhance its existing relationships with institutional clients. According to David Bahnsen, the firm’s managing partner and chief investment officer, the goal is to consolidate resources and strengthen their position as a comprehensive partner for institutional investors. He noted that while the firm has had a successful history of managing funds for institutional clients, establishing this standalone unit reflects their commitment to meeting the evolving needs of this market segment.
Leadership and Strategic Vision
At the helm of TBG Institutional Advisory Services are Robert Graham, a Private Wealth Advisor, and Kenny Molina, the Director of Investment Solutions. Both leaders emphasize the importance of providing a sophisticated service model that goes beyond the basic offerings available to many institutional clients currently. They believe that organizations ranging from educational institutions to religious groups can benefit from tailored investment strategies that align with their unique missions. Bahnsen highlighted that this initiative is not only a priority for the firm but also aligns with their ethos of fostering thought leadership and distinctive perspectives within the financial advisory landscape.
The services offered by this new unit operate under a 100% fiduciary model, which aims to eliminate conflicts of interest often associated with dual-fee structures. Instead, fees will be calculated as a percentage of assets under management, with no additional consulting fees. Such transparency is intended to build trust with clients and ensure that they receive value-driven services.
Commitment to Growth and Expertise
Founded in 2015 as a spin-off from Morgan Stanley, The Bahnsen Group has experienced remarkable growth, achieving an annual asset increase of 29% over the past decade. With a team of 88 professionals operating from ten offices across the United States, the firm has established itself as a significant player in the wealth management space, particularly in dividend growth equity investing.
As the firm continues to expand its reach, it remains dedicated to creating intellectual capital for its clients, further enhancing its position as a thought leader in the industry. The addition of TBG Institutional Advisory Services marks a strategic move to broaden their service offerings and cater to a growing market of institutional investors looking for expert guidance in managing their assets effectively.
For further details, interested parties can visit The Bahnsen Group’s website to learn more about their new advisory services and investment strategies.
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