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.
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.
|Name of Custodial Firm:||Charles Schwab|
|States Licensed in:||AZ, TX, UT|
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:||Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs|
|Advisory Services Provided:||Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Money Management, Financial Advice & Consulting, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Investment Advice & Management|
|Investment Types:||Stocks, Annuities, Bonds, Options & Futures, Mutual Funds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Socially Responsible Investments (SRI)|
|Can meet clients in the following ways:||Your Home, Our Office, Email, Your Office, Phone, Video Conference, Our Offices|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$1,000,000|
|Compensation Methods:||Based on Assets|
|Organization :||Four Seasons Hotel & Resorts, Toronto, Canada|
|Position :||Board Member & Audit Committee|
|Masters in Business Administration (MBA)||Harvard University
- Boston, MA
|Bachelor of Science - Finance||Brigham Young University (BYU)
- Provo, UT
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Additional Detailed Disclosures
Registered Investment Advisor:
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
|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|