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- Custodian
- American Funds · John Hancock · SEI
- Clients
- Retail and Institutional
- Platforms
- Optima
- Established Date
- 01-10-1991
- Office Locations
- 2
Office Locations
About BPS Wealth Advisors, Inc.
Beard Investment Services, Inc. is an Ohio-based advisory firm serving businesses and families since 1984. The firm designs and administers employer retirement plans and provides investment management and personal financial planning. Investment work emphasizes asset allocation and risk management using mutual funds and ETFs, with client accounts supported through platforms such as SEI.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES RAFOTH
President
- CRD
- #2243194
- Ownership
- 25% but less than 50%
Robert Lee Smallwood Jr
TREASURER
- CRD
- #4838140
- Ownership
- 25% but less than 50%
Pathway timber
Prime frontier catalyst
- CRD
- #80086
- Ownership
- 37.7%
Showing 2 of 3 owners & executives
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WILLIAM BRIAN BERLIN
--
- CRD
- #3129851
ERIC MICHAEL CLAYTON
--
- CRD
- #6401141
Pioneer value
Element north
- CRD
- #27766
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,082,580,906 | $985,060 |
| Total | $1,082,580,906 | $985,060 |
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Separately Managed Accounts
Total SMA Asset: $1,082,580,906
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $528,693,956 | 13.9% |
| Equity - Exchange | $1,262,779,807 | 33.2% |
| Cash | $1,076,405,679 | 28.3% |
| Corporate - Investment Grade | $935,674,195 | 24.6% |
| Total | $3,803,553,637 | 100.0% |