BG Investment Services, Inc. (BGIS) serves as an independent Registered Investment Advisor under the Investment Advisors Act of 1940 and the Securities Exchange Commission.
Meet the Team
Meet the Team
Maree Sgro
Vice President
Senior Financial Advisor
Brian Matanane
Senior Financial Advisor
Erik Wessling
Senior Financial Advisor
Justin Johnson
Financial Advisor
Charity Lujan
Wealth Management Associate
Sabryn Artero
Client Services Associate
BGIS provides a full suite of investment advisory services to governments, endowments, corporations, non-profit organizations, individuals, and families throughout the Micronesia region.
The primary focus of BGIS is to provide comprehensive investment advice to all clients we serve tailored to their specific needs, goals, and objectives. Our process includes fostering a collaborative relationship with our clients and all parties involved to ensure all are working towards the same goals. Our philosophy for portfolio success is founded on asset allocation, and ensuring risk and rewards are balanced to meet target objectives.
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BG Investment Services, Inc. is a registered investment adviser. Advisory services are only offered to clients or prospective clients where BG Investment Services, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by BG Investment Services, Inc. unless a client service agreement is in place.
