Company intelligence
The Bahnsen Group
What we do is manage money, and we do it for real people. And we do it all because we love the work.
About The Bahnsen Group
The Bahnsen Group has built a strong reputation for delivering investment strategies and wealth management experiences. Our philosophy is our passionate commitment to the idea that a successful wealth management strategy comes from knowing our clients, and truly understanding their needs. Our vision is to be a quality provider of wealth management services to all those within our sphere of influence. We do not want to merely be great; we want to be extraordinary in the size and scope of our business, but, more importantly, extraordinary in the impact we have on our clients’ financial lives. The Bahnsen Group views Wealth Management as a combination of Investment Management, Advanced Planning, and Relationship Management. Our Financial Concierge Services integrates each of these elements to provide clients a cohesive and holistic experience. These services are provided by a highly specialized network of professionals with whom we’ve spent months and years cultivating relationships. While many of our services are insourced (where we’ve added people and skills within our team), many services we outsource (while still quarterbacking) so our clients have their own “family office” working for them. These services and resources will further enhance the value of your Bahnsen Group experience. For additional information and disclosures, please visit: https://thebahnsengroup.com/ Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser.
Verified activity
Signals from The Bahnsen Group
6 published signals
Research & Knowledge
The Bahnsen Group published an article in the Dividend Cafe examining an underappreciated vulnerability in the AI investment story regarding future profits and capital.
Reported by The Bahnsen Group
Research & Knowledge
The Bahnsen Group published a Dividend Cafe article focusing on the financial side of the story regarding AI capital spending, financing, cash flow, and return on invested capital.
Reported by Grady Wirth, CFP®, CIMA®
Presence & Recognition
The Bahnsen Group is featured in a financial advisor community post.
Reported by David L. Bahnsen
Presence & Recognition
The Bahnsen Group chairman Warsh delivered a speech in Jackson Hole emphasizing price stability and inflation while describing the labor market as healthy and robust.
Reported by The Bahnsen Group
Sales & Marketing
The Bahnsen Group signed copies of Profit from the Profit on the shelves at Barnes & Noble on 5th Avenue, NYC.
Reported by David L. Bahnsen
Operations & Supply
The Bahnsen Group opened a new office in Santa Barbara, California.
Reported by David L. Bahnsen