Call 1.866.825.3005 for more information
- Founded 1996
- Company Name BSG&L Financial Services
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Website
http://www.glocpa.com - 3D/International Tower Building 1900 West Loop South, Ste 1150 Houston Texas United States 77027
- Parent company website focusing on …
BSG&L Financial Services
Investment Advisor
BSG&L, the asset management arm of GLO CPAs, is a Texas-based Registered Investment Advisor. The Firm's founding principals, Ben Dickey and Kevin Londergan, combine the credentials of an MBA, CPA and CFP. The Firm also has a full-service accounting arm.
Investment models
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Growth Plus Income
See full details- Approach Fundamental , Yield Focus
- Asset class Equity
- Geography US
Performance-
6.1%30 day
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4.2%365 days
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38.8%S.I.
Monthly vs S&P5003.5% 12 months
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Pure Growth
See full details- Approach Fundamental , Growth
- Asset class Equity
- Geography US
Performance-
12.5%30 day
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-8.5%365 days
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20.2%S.I.
Monthly vs S&P500-10.8% 12 months
Important info
Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
Personal Track Record returns are calculated by Covestor on a daily time-weighted basis of equity positions in the account provided by the member. More
Past performance is no guarantee of future results. Month to Date returns & Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.
Model commentary
Overweighting industrials, energy, and commodity stocks
17 January 2012
The economy should slog ahead in 2012, slow but gaining slightly.
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