James Good

BGK Capital was founded to provide institutional-class investment management services to our clients. Our goal is to maximize long-term, risk-adjusted returns and be a comprehensive source for clients investment management needs. Our philosophy focuses on investing in the most attractive financial markets across the globe, protecting the portfolio from severe losses, and limiting fees for clients.

See Disclosures

Firm Start Year

CRD#

6612231

Firm CRD#

306827

Name of Custodial Firm

Charles Schwab

States Licensed in

AZ, TX, UT

Years of Experience in Financial Services

22

Work Experience

Portfolio Manager at Cascade Investment / BMGI (family office of Bill Gates and the Bill & Melinda Gates Foundation)

Board of Directors at Four Seasons Hotel & Resorts

Vice President at Wellington Management

MBA from Harvard University

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs

Advisory Services Provided

Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Money Management, Financial Advice & Consulting, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Investment Advice & Management

Investment Types

Stocks, Annuities, Bonds, Options & Futures, Mutual Funds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Home, Our Office, Email, Your Office, Phone, Video Conference, Our Offices

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Securities Licenses

Series 65

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$1,000,000

Compensation Methods

Based on Assets

Bachelor of Science - Finance

Brigham Young University (BYU)
09/01/1997 - 05/31/2000

Masters in Business Administration (MBA) -

Harvard University
09/01/2004 - 05/31/2006

FinancialAdvisor.net provides referrals to financial professionals. FinancialAdvisor.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1890742/financialadvisor-bgk-capital-detailed-disclosure