Clients appreciate how our small team, boutique-level approach provides them with both independence and support. The result: they choose us for the long term. Only BCG Securities can deliver boutique level advice with big firm expertise.

As a boutique-style firm, we offer personalized services to individuals and institutional investors through our team of independent financial professionals. Our representatives offer both professional advice and investments, including mutual funds, annuities, life insurance, fee-based asset management, direct participation programs, and stocks and bonds.

We don’t offer any proprietary investment products. This independence enables our affiliated representatives to focus on their client’s individual goals and objectives without concerns about specific product quotas and corporate mandated sales goals.

BCG Securities processes direct business accounts held through major mutual funds and insurance companies, as well as brokerage business through our clearing partner, Pershing, LLC.

Each member of our team has an average of more than 10 years of industry experience, adding value to the services we provide. We chose employees who focus on quality service.  Our independent representatives are treated with that same quality focus.

Our independent investment representatives rely on our:

• Relationship focused personalized service
• Accurate and reliable order execution
• Knowledgeable and experienced support team
• Accurate commission tracking
• Professional compliance monitoring
• Wide variety of product offerings
• Lack of corporate sales quotas or mandated goals

If you are a financial services professional who is considering the freedom and independence of owning your own financial practice or if you are an established group of independent financial representatives, consider joining us to discover the power of your independence.