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.

Founded in

United States