bleyinvestments.com
November 18, 2017
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Services – Individual Clients

Bley Investment Group provides a broad spectrum of financial advice and wealth management services to individual clients.

Backed by dedicated experts, our professional´s first address where our clients stand today and where they want to be tomorrow. Together, we then create a plan to achieve these goals – wherever clients are in their financial life cycle.

Bley Investment Group delivers investment performance by helping clients select and manage equities, bonds, CDs, annuities and other financial instruments that support specific client objectives. We provide clients with the information they need to make informed choices.

Our state-of-the-art Bloomberg and other software systems help us match the right investment vehicles with each client´s goals, based on their changing needs. Among these include:

Investments & Trading Retirement Plans
Equities IRA
Fixed income securities 401(k)
Mutual funds SEP
Municipal bonds SIMPLE
Options Profit sharing
Trusts Defined benefit plans
Foundations
Endowments  

Service and “best execution” are hallmarks of the Bley Investment Group´s commitment to individual clients. We provide highly personalized investment selection and service, uncommon among today´s financial service giants. As we tailor investment portfolios to meet specific client objectives, we tap external talent including well-regarded, professional fund managers, mutual funds and portfolios.

Securities held in custody by Pershing LLC are insured up to the total amount held in the account. Of this total, SIPC provides $500,000 of coverage, including $250,000 for claims for cash. The remaining coverage, on securities only, is provided by Pershing LLC through a commercial insurer. Pershing LLC provides unlimited excess SIPC coverage for all brokerage accounts. The excess coverage is provided through Customer Asset Protection Company (CAPCO). This coverage does not protect against market loss

Women's Business Council - Southwest Securities Investor Protection Corporation Woman/Minority Owned NASDAQ

Bley Investment Group, Inc. ~ 4200 S. Hulen St., Suite 519 ~ Fort Worth, Texas 76109 ~ (817) 732-2442
18 Bank Street, Ste. #3, Summit, NJ 07901
Copyright © 2008 Bley Investment Group, Inc. All Rights Reserved.