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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.)
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.
Bismarck 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.
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.
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.
Bismarck Investment Group, LLC is a state registered investment advisor
(RIA). We do not sell 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. |
