The Bahnsen Group Targets Investors with OCIO Division 

The Bahnsen Group, a wealth management firm managing $8.2 billion in assets, has launched its advisory division, TBG Institutional Advisory Services, aimed at non-profit organizations, universities, foundations, and endowments. 

The outsourced CIO business is targeted towards institutional clients with investable assets ranging between $10 million to $100 million. The funds will be allocated across asset classes, which include the firm’s dividend growth stock portfolio, fixed income, and private equity. 

TBG Institutional Advisory Services is led by private wealth advisor Robert Graham and director of investment solutions Kenny Molina. 

The unit’s services are offered under a 100% fiduciary umbrella without dual-fee layering. The fees are structured as a percentage of assets under management with no consulting fee. Bowyer Research is the proxy advisor to TBG Institutional Advisory Services. 

The Bahnsen Group was formerly affiliated with Morgan Stanley until 2015, when the firm launched and joined Hightower Advisors. 

In July, the Bahnsen Group made several changes to its c-suite executives, including promoting its former family office director, Joseph Klein, to serve as the firm’s president. Luis Garcia was also tapped as CFO. 

The firm also appointed Nicolas Stanley, the former VP of financial planning at Morgan Stanley, to take over as the firm’s family office director.