Portfolio Management

The Bedminster Group has been one of the premier investment managers in the Lowcountry for over a decade; our advisors have managed client funds for over 20 years, and bring experience, certification, and a wealth of background in the investment arena to our clients. We base our investment and financial counsel on a client centered discipline that combines modern portfolio theory and global asset allocation, a method that is extremely cost effective and well suited for individual investors.We implement our clients’ strategy with index funds, cash equivalents and individual bonds and fixed income investments.