BSG&L Financial Services Profile Picture
  • Education University of Houston; Louisiana Tech
  • Qualifications MBA, BS, CFP
  • Investment Experience 16 years
  • Founded 2003
  • Company Name BSG&L Financial Services
  • Website
  • 3D/International Tower Building
  • 1900 West Loop South, Ste 1150
  • Houston
  • Texas
  • 77027
  • Parent company website focusing on …
Manager Disclosure Document

BSG&L Financial Services

Investment Adviser

BSG&L Financial Services
Covestor Investment Management Webinar Video watch the video

Investment portfolio

BSG&L Financial Services Pure Growth

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  • Strategy
    Long-Only Equity
Sharpe ratio
1.50

365 days

Manager performance
0.01043,0.01351,0.00255,-0.00923,0.00612,0.00284,-0.02340,0.01879,0.03319,-0.01208,0.01072,0.00820,-0.00473,0.00172,-0.00526,0.01056,-0.00366,0.00131,0.01456,0.01001,-0.00522,-0.01598,-0.00481,0.00105,0.01386,-0.00865,0.00267,-0.01626,0.00349,-0.00866,-0.01954,0.00399,0.01630,-0.01162,-0.00936,-0.01038,0.01076,-0.00868,0.00748,0.01406,-0.00950,-0.03240,0.00105,-0.02013,0.01353,0.00053,0.00334,-0.00253,0.01613,-0.00714,-0.00869,0.01587,0.00953,0.01700,-0.00353,0.01269,-0.00197,0.00405,-0.00165,0.00935,0.00536,0.00510,-0.00212,0.00727,-0.01319,0.00205,-0.00698,-0.00273,0.00876,0.00319,0.02034,-0.00350,-0.00310,-0.00637,-0.00128,-0.00316,0.00006,0.00013,0.00304,0.00134,-0.00714,-0.00140,-0.01030,0.00771,-0.00744,0.01594,0.00051,0.00108,-0.02491,0.00797,0.00011,-0.00770,0.00913,0.01110,0.00654,0.00305,0.01976,0.01010,0.00681,-0.00040,0.00090,0.00381,0.00534,0.00852,0.00396,-0.01530,0.00299,0.00361,0.00601,0.00725,-0.00229,-0.00461,0.00780,0.00514,-0.00842,0.00887,-0.01216,-0.01451,-0.00559,0.02658,0.01688,0.00544,-0.00610,0.01042,0.01018,0.01249,0.00476,-0.00149,-0.01535,0.00754,0.00058,-0.00533,0.02060,-0.00359,-0.00666,0.00292,0.02122,-0.00956,-0.00029,-0.02075,0.01922,-0.00068,-0.00847,0.00956,0.00574,0.00819,-0.01157,-0.01150,-0.00474,0.01128,-0.00638,-0.01561,0.01203,-0.00691,0.00079,-0.00080,0.00349,0.00273,-0.00076,0.00515,-0.00050,-0.00325,-0.01639,0.00627,-0.00135,0.01074,-0.00069,0.01035,0.00773,0.00640,0.00455,0.00474,0.00176,0.00669,-0.00074,0.00076,-0.01277,-0.00667,-0.00992,0.00664,-0.00435,-0.00654,0.00626,-0.01499,0.01798,0.01025,-0.00234,-0.00912,0.00688,0.00759,-0.01538,-0.02874,-0.00072,0.00452,-0.00165,0.00813,-0.00453,-0.02616,0.00504,-0.01295,0.00842,0.01393,0.00103,0.00760,0.00380,0.00935,0.00435,0.00967,-0.00600,0.00510,-0.00325,0.01066,-0.00408,0.00070,0.00121,0.00480,-0.00535,0.01246,-0.00286,0.00498,-0.00634,-0.00661,-0.01288,-0.00610,-0.01272,0.00273,0.00847,0.01076,-0.00744,0.00438,-0.00690,-0.00408,0.00910,-0.01504,0.00229,0.01395,0.00226,0.00248,0.01445,0.00422,-0.01005,-0.01834,0.01194,0.01402,-0.02388,-0.00744,0.01212,0.00448,0.01684,0.00756,0.00434,-0.00265:#0c3557:Manager 0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409:#c8c8c8:S&P_500
24.2%

365 days

Risk score

1.5% fee
$10,000 minimum


BSG&L Financial Services Growth Plus Income

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  • Strategy
    Higher risk Multi-Asset
Sharpe ratio
1.18

365 days

Manager performance
0.00574,0.00763,0.00233,-0.00388,0.01168,0.00518,-0.01293,0.00685,0.01036,-0.00570,0.00262,0.00885,-0.00530,0.00324,-0.00162,0.00366,0.00322,-0.00401,0.00689,0.00671,0.00081,-0.00465,-0.00671,-0.00210,0.00335,-0.01118,-0.00310,-0.01432,0.00500,-0.00344,-0.01742,0.00660,0.00904,-0.00243,-0.01111,-0.00740,0.00779,0.00068,0.00462,0.00688,-0.00822,-0.01584,0.00106,-0.01699,0.01718,0.00674,0.00667,-0.00034,0.01036,-0.01703,-0.00855,0.00412,0.00954,0.01140,-0.00196,0.01194,-0.00545,0.00267,-0.00279,0.00621,-0.00070,0.00214,0.00260,0.00348,-0.00788,0.00075,0.00442,-0.00247,0.00212,-0.00339,0.00585,0.00166,-0.00201,-0.00023,-0.00358,-0.00071,0.00567,-0.00098,0.00057,0.00354,-0.00267,-0.00265,-0.00805,0.00599,-0.00517,0.00950,0.00601,-0.00026,-0.00992,0.00425,0.00050,-0.00618,0.00253,0.00219,-0.00002,0.00277,0.01060,0.00877,0.00260,-0.00228,-0.00280,0.00217,0.00249,0.01426,0.00494,-0.01350,0.00128,-0.00084,0.00025,0.00468,-0.01023,-0.00782,0.01033,-0.00117,-0.00564,0.00318,-0.00519,-0.01316,-0.00177,0.01415,0.00962,0.00699,-0.00610,0.00521,0.00893,0.00883,0.00742,0.00749,-0.00883,0.00527,-0.00096,-0.00752,0.00050,-0.00407,-0.00473,0.00840,0.00943,-0.01180,0.00356,-0.01145,0.00541,-0.00243,-0.00832,0.00298,0.01002,0.00466,-0.00438,-0.00750,-0.00574,0.00824,0.00458,-0.00840,0.00056,0.00310,0.00010,-0.00424,-0.00004,0.00001,-0.00438,0.00488,0.00191,-0.00189,-0.01342,-0.00115,0.00086,0.00485,-0.00285,0.00543,0.00147,0.01434,0.00552,0.00663,0.00102,0.00551,0.00195,0.00159,-0.01012,-0.00298,-0.00235,0.00360,-0.00340,-0.00205,0.00159,-0.00716,0.00859,0.00916,0.00433,-0.00768,0.00419,0.00143,-0.00874,-0.01663,0.00223,0.00173,-0.01152,0.01118,-0.00096,-0.01344,0.00583,-0.00606,0.01137,0.01059,0.00095,0.00997,-0.00477,0.00154,0.00517,-0.00166,-0.00407,0.00640,-0.00134,0.00169,-0.00676,0.00734,0.00490,0.00106,-0.00151,0.00380,-0.00215,-0.00037,-0.00503,-0.00257,-0.00942,-0.00499,-0.01155,0.00117,0.00556,0.00440,-0.00662,0.00679,0.00622,-0.00359,0.00937,-0.00643,0.00135,0.00755,0.00426,0.00725,0.00921,-0.00039,-0.00358,-0.00970,0.00495,0.00620,-0.01441,-0.00281,0.00618,0.00165,0.00705,0.00328,0.00371,0.00215:#0c3557:Manager 0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409:#c8c8c8:S&P_500
12.7%

365 days

Risk score

1.5% fee
$20,000 minimum


Important Information

1. Performance of the portfolio manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The subscription minimum is the minimum subscription required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.