Bespoke Investment Group
Bespoke Investment Group offers wealth management services for high-net-worth investors who are looking for a portfolio manager to handle either all or a portion of their assets. It uses rigorous in-house research to construct portfolio strategies for investors based on their financial goals and needs. Bespoke offers multiple strategies, including aggressive growth, conservative growth, conservative income, and asset allocation models.
Bespoke offers management services for the following taxable and retirement account types:
- Individual
- Joint Tenants
- Trusts and Estates
- Traditional IRA
- Rollover IRA
- SEP IRA
- Simple IRA
- Individual Pension and 401k