Investment Services
At AGM Financial Services, LLC, we recognize that our fields of expertise are state and federal taxation and personal financial planning. We leave investment advisory services to our two investment advisory business partners: Bell Capital Management or CKM Capital Group. Should you need advisory services, we recommend that you contact one or more of these firms.
Located in Atlanta, Georgia, Bell Capital Management (BCM) is one of the premier investment advistory frims in the Southeast. BCM provides investment management services for pension plans, profit sharing plans, financial institutions, foundations and individuals.
Founded in 1984 , BCM is a fee-based investment advisor, registered with the SEC. Currently, BCM has $710 million under management. At BCM, their time-tested and proven investment process is predicated on managing the risks in the markets. Therefore, when their investment work indicates the markets are in a low or normal risk environment, additional exposure to stocks and/or bonds is warranted. When their work indicates the markets are in a high-risk environment, exposure to stocks and/or bonds will likely be at a minimum.
Because 80% of total returns generated can be attributed to asset allocation, identifying the appropriate sectors of the stock and/or bond markets in which to invest is extremely important. Theirprocess utilizes six different stock sectors and six different bond sectors.
AGM Financial Services, LLC is proud to have been associated with Bell Capital Management for over eighteen years. We not only recommend them, we invest with them.
CKM Capital Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Their customized programs are designed to help grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.
As independent financial planners with over 50 years of collective experience, we have found that CKM is very client oriented. Personal touch plus experience is their stongest asset. Their products include not only securities but also insurance (life, disability, long term care, annuities). All recommendations are specifically tailored to you, the individual client.
AGM Financial Services, LLC has been associated with CKM Capital Management since 2004.
