Bismarck Investment Group, LLC specializes in
Private Portfolio Investment Management and Asset Allocation.
We design Diversified Investment Portfolios, based on the classic 5% per
security model.
Our Investment Management Style features the trading of
Dividend Paying, High Quality "Value
Stocks" for reasonable, frequently attainable,
profits.
Positions are taken in well established, profitable
companies, held by Institutional Investors. Most portfolios will also have some
level of fixed income exposure, dependent upon individual circumstances.
High Quality long term positions are taken in Fixed Income
Securities that can be added to when prices move lower and sold for profit when
they move higher.
Personal Asset Allocation formulae are strictly controlled using
The Working Capital Model.
We do not look beyond the New York Stock Exchange for
stocks that meet our stringent Quality Requirements for Equity Investments.
Bismarck Investment Group, LLC is a
Private Investment Management Company, able to conduct business
anywhere. We prefer to use just one full service brokerage firm to
assure that our clients receive the level of service,
reporting, and attention that only a large relationship can demand.
But full service does not have to mean excessive transaction
charges.
We are not interested
in becoming too large to trade consistently and effectively, AND we
do not include any of the growing list of popular Investment
Products in the portfolios we construct for our clients.
Investment Manager Robert Oyler sells no investment products,
receives no commissions on securities purchases or sales, and
absolutely never invests clients' assets in Open End (standard)
Mutual Funds or Insurance and Annuity company products.
At Bismarck Investment Group, LLC, every
client account is different from every other account, and
Investment Management Fees vary with the
size of the total client relationship. Every client, large and
small, has direct and personal contact with their Investment
Manager, by telephone and e-mail, whenever they have the need.
Every investment manager
recognizes the importance of some research! Unlike most, though, we leave that
to professionals and rely upon the leader in the field (Standard & Poor's
Corporation) to provide us with the fundamental and qualitative inputs we need
on a day to day basis. It is our belief that the future, particularly that of
the Stock Market and Interest Rates, cannot be predicted... by even the biggest
and brightest in the field. Thus, as prudent investors of O. P. M. (Other
People's Money), we attempt to minimize portfolio risk by investing only in
proven companies.
We
focus on things like corporate profits and dividend payment records. We have no
tolerance for the "hype", of price predictions and media reports concerning
management expectations. Thus, we attempt to eliminate both "greed" and "fear"
from the investment equation!
We try to provide a safe
investment environment for "Start-Up" portfolios under $40,000 where there is
evidence of the discipline needed to add to portfolios regularly. Small
portfolios are handled individually, but are generally invested in
CEFs.
(Please note that "we" always means "I". There are no
committees and only one Investment Manager.)
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We are happy to provide each new prospect with
references who will answer your direct questions with respect to their
personal and professional experience with Bismarck Investment Group,
LLC.
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Investment Group, LLC is different from most Investment Management
Businesses in at least four ways: (1) Investment Manager Robert Oyler is
personally available (on call and or by email) for every client, large
or small. (2) Every portfolio is different from every other. (3)
Bismarck Investment Group, LLC does not bill for services in advance.
(4) Bismarck provides prospective clients with references to contact at
their leisure. |
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Bismarck Investment Group, LLC has been in the
Investment Management business since 1999. We occasionally do
Portfolio Review and Analysis
for non-prospects and frequently release
investment related articles and releases to the media, investment news
groups, friends, and clients. Mr. Steve Selengut's book, "The Brainwashing of
the American Investor", provides the rationale for the Investment Strategies and
procedures used by Bismarck Investment Group, LLC, while teaching investors what
they really need to know about their own investment portfolios.
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| Bismarck
Investment Group, LLC' most popular portfolio type is what we
affectionately refer to as the: "You probably don't need an annuity,
really, Income Program"! It emphasizes our unique strength in generating
high levels of "realized" income within a portfolio that contains only
high quality securities.
This High Income, Low(er) Risk, concept can produce significant cash
flow and quite possibly more in annual spending
money for retirees than conventional annuities. It also eliminates the
high acquisition costs and portfolio depletion problems associated with
conventional annuity products. Believe it or not, annuities were
designed for people of limited means! To be sure, our Income program is
an "Income Stream", and most certainly is not an annuity contract.
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| Bismarck Investment Group,
LLC is an state registered investment advisor (RIA). We sell no
Investment Products of any kind and are not involved in conventional
"financial planning" activities. None of the comments on any page of
this website are intended to be predictions or guarantees of anything at
all. Anything presented here is simply the opinion of Robert Oyler and
should not be construed as anything else. One of the fascinating things
about investing is that there are so many differing approaches,
theories, and strategies. We encourage you to do your homework.
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