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James Good
BGK Capital

Tel: 520-600-3064
3060 N Swan Rd
Tucson, AZ 85712
BGK Capital | Financial Advisor in Tucson ,AZ

About James Good

Mr. Good is the Managing Partner and Chief Investment Officer at BGK Capital.

Prior to founding the firm, he served in senior investment positions at several of the largest asset managers in the world. Before relocating to Tucson, Mr. Good was a Portfolio Manager at Cascade Investment/BMGI (the investment office of Bill Gates and his foundation). In that role, he invested in Special Situation Debt, Private Equity, Global Bonds, and Real Estate. Prior to joining Cascade Investment/BMGI, he was a Vice President at Wellington Management (a Boston based firm with over $1 trillion under management). At Wellington, Mr. Good invested in Small and Mid Cap Stocks, Leveraged Loans, and High Yield Bonds. He began his investment career as an Analyst at Ford Motor Company.

Mr. Good has served in leadership positions at various for-profit and non-profit organizations, including on the board of directors of The Four Seasons Hotels and Resorts. He graduated cum laude from Brigham Young University and received an MBA from Harvard Business School.


About BGK Capital

BGK Capital was founded to provide institutional-class investment management services to our clients. Our goal is to maximize long-term, risk-adjusted returns and be a comprehensive source for clients investment management needs. Our philosophy focuses on investing in the most attractive financial markets across the globe, protecting the portfolio from severe losses, and limiting fees for clients.

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General Information

Name of Custodial Firm:   Charles Schwab
States Licensed in:   AZ, TX, UT
Work Experience:   Portfolio Manager at Cascade Investment / BMGI (family office of Bill Gates and the Bill & Melinda Gates Foundation)

Board of Directors at Four Seasons Hotel & Resorts

Vice President at Wellington Management

MBA from Harvard University
Work with the following types of clients:   Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided:   Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management

Services

Investment Types:   Bonds, Stocks, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Mutual Funds, Options & Futures, Commodities, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Office, Via Email, Our Office, Your Home, Our Offices, Video Conference, Via Phone

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $1,000,000
Compensation Methods:   Based on Assets

Board Positions

Organization :   Four Seasons Hotel & Resorts, Toronto, Canada
Position :   Board Member & Audit Committee
Duration :   09/01/2012-4/01/2015

Education

Masters in Business Administration (MBA)   Harvard University  - Boston, MA
09/01/2004-05/31/2006
Bachelor of Science  - Finance   Brigham Young University (BYU)  - Provo, UT
09/01/1997-05/31/2000

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Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 5:00 PM
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