Your Partners In Financial Success
Years of experience have prepared us to guide you through your life transitions.
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BKS is an independent investment management firm that offers full service financial solutions to families, foundations and small businesses. BKS uses asset allocation to design investment portfolios that match each clients risk and return expectations. Once developed, we actively manage these portfolios using a customized and unique blend of exchange traded funds, and/or individual stocks and bonds. Through strategic alliances with professional Certified Public Accountants (CPAs), estate and trust planning attorneys and insurance specialists, BKS assists clients with their tax planning, estate planning, and insurance needs. We are compensated on an asset-based scale, tied directly to the value of your portfolio, rather than on individual transactions.
BKS Advisors was founded as an Independent Registered Investment Advisor. Our principles have over 50 years of combined experience providing professional investment guidance to financially successful individuals. Our specialty is investment management; we also provide customized solutions to our clients that have other specific needs.
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."