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Our Firm
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Gary heads his independent financial consulting firm. The firm is affiliated with the Mid Atlantic Capital Corporation, a registered FINRA member broker-dealer, and Mid Atlantic Financial Management, Ihc., an SEC registered investment advisor. Mid Atlantic companies provide investment research and management, and technical and administrative support to our firm. (See below) Gary began his financial services career in 1979, and has practiced in Boulder, Colorado since 1982. He received his B.A. in 1977, and has gone on to distinguish himself with various professional designations and certifications, including Certified Investment Management Analyst (CIMA) and Chartered Financial Consultant (ChFC) . (See “Our Qualifications”) Our firm provides “high touch” and “high tech” client benefits, including frequent client consultations, Private Briefings , The Bedford Financial Advisor newsletter, this website, and a periodic Bedford Economic & Markets Brief . Our firm offers a focused set of fee-based services to our clients. However, we are also qualified to receive commissions in lieu of fees at the client’s preference. Two types of clients characterize our firm: individuals , and closely held or privately owned companies . Individuals include higher net-worth clients and closely held business owners. These clients benefit from our extensive investment management experience, and from our ability to offer sophisticated financial consulting strategies. Investment management includes investment policy development, asset allocation, asset research and analysis, performance monitoring, risk compliance and research, and extensive portfolio reporting. Financial consulting focuses on basic strategies such as tax efficiency, asset allocation, retirement or financial independence planning, survivorship planning, and basic estate planning such as wills and trusts. Advanced strategies include zero tax estate plans, charitable trusts, family limited partnerships and limited liability companies, family foundations, and family wealth and business succession plans. (See “Our Services”) Closely held business clients benefit from Gary’s extensive asset consulting experience. Trustees receive extensive and ongoing fiduciary compliance reviews, investment policy development and documentation, portfolio management, performance monitoring, risk analysis, and portfolio reporting. Gary’s organizational skills serve to simplify the consulting process for the trustee, while fulfilling fiduciary compliance requirements. Our firm does not provide legal or tax advice, but rather works closely with the client’s attorneys, CPAs and other advisors to ensure plan coordination and integration. We are able to refer clients in need of legal or tax counsel to high quality firms in Colorado, and to firms outside Colorado through our affiliations with Mid Atlantic and our industry relationships with associations such as the Investment Management Consultants Association or the National Association of Estate Planners and Councils. Gary`s firm is supported by Mid Atlantic Capital Group, Inc., which provides state-of-the-art technical support, portfolio research, portfolio management, and account administration. Founded in 1982, Mid Atlantic's service platform is focused on the elite and experienced financial and investment professional. Mid Atlantic advisors presently represent and advise over $15 billion of client assets under amangement. Prior to Mid Atlantic, Gary was affiliated with London Pacific Advisors; in May 2004 Mid Atlantic acquired London Pacific Advisor's Independent Contractor Network, its broker/dealer, insurance agency, and Advisor-related investment advisory services to form one of the financial ndustry's most elite financial service platforms supporting independent advisors. Mid Atlantic provides an extensive set of fee-based services for the independent financial and investment advisor. Clients benefit through this unique combination of local, personalized serrvice, and the research and administration technologies offered by Mid Atlantic. Mid Atlantic is a preferred Charles Schwab OneSource advisor affiliate. Mid Atlantic also offers full service brokerage services through National Financial Services LLC (NFS LLC), a Fidelity investments company. On average, members of the Mid Atlantic professional team have in excess of 12 years of professional experience, primarily in the financial services industry. Key executive staff supporting Gary are: Charles A. Warden , Chief Executive Officer, BA, MBA, CPA (inactive), founder 1982 David Down , President & Director, BS, MBA, with Mid Atlantic (MA) since 1987 Joseph F. Banco, Jr. , V.P., Chief Financial Officer, BA, CPA, with MA since 1996 Jeanine E. Devine , V.P., Chief Operations Manager, Registered Principal, with MA since 1983 Michael S. Brownlee , V.P., Manager Trading Group, BA, with MA since 1993 Amy E. Chalmers , V.P., Manager Technology Group, BA, with MA since 1985 Tim Brown , President, Western Region, BA, CPA, with London Pacific Advisors since 1986, with MA since 2004 Together Gary Bedford with Mid Atlantic Capital Group serve our clients with creative, personalized, and sophisticated financial and investment management and consulting services. |