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Get to know the bogdahn group

Founded in 1989 and becoming a division of HUB International in 2019, The Bogdahn Group is an independent investment consulting firm specializing in serving institutional clients across the United States. The firm focuses on providing objective, non-discretionary investment advice to retirement plan sponsors, endowments, and foundations. Their core mission is to help clients manage their fiduciary responsibilities through services like investment policy development, asset allocation strategy, manager/fund selection and monitoring, and performance evaluation. They combine the personalized service of a boutique firm with the extensive resources of their parent company, HUB International.

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the bogdahn group

United States

Founded in

2000 (26 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.