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Brockelsby Investment Services

The sole proprietor of BIS, Jeff Brockelsby, has been managing investments for more than 20 years. In 1993, he took over the investment portfolios of his family business, Black Hills Reptile Gardens. Inc, in Rapid City, S.D., and Brockelsby Trust Investments. In 2008 he passed the Series 65 Uniform Investment Advisor Exam and became a Registered investment Advisor. That same year he founded Brockelsby Investment Services, a firm registered with the State of South Carolina. In addition to his financial ex...

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Brockelsby Investment Services | brockelsbyis.com Reviews

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The sole proprietor of BIS, Jeff Brockelsby, has been managing investments for more than 20 years. In 1993, he took over the investment portfolios of his family business, Black Hills Reptile Gardens. Inc, in Rapid City, S.D., and Brockelsby Trust Investments. In 2008 he passed the Series 65 Uniform Investment Advisor Exam and became a Registered investment Advisor. That same year he founded Brockelsby Investment Services, a firm registered with the State of South Carolina. In addition to his financial ex...

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2 for individuals

3 jeff's blog

4 ethics

5 brockelsby investment services

6 an overview

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Brockelsby Investment Services | brockelsbyis.com Reviews

https://brockelsbyis.com

The sole proprietor of BIS, Jeff Brockelsby, has been managing investments for more than 20 years. In 1993, he took over the investment portfolios of his family business, Black Hills Reptile Gardens. Inc, in Rapid City, S.D., and Brockelsby Trust Investments. In 2008 he passed the Series 65 Uniform Investment Advisor Exam and became a Registered investment Advisor. That same year he founded Brockelsby Investment Services, a firm registered with the State of South Carolina. In addition to his financial ex...

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wp.brockelsbyis.com

Brockelsby Investment Services

For Small Businesses and the Small Investor. Fri 22 Oct 2010. The Market Goes Up, the Market Goes Down. Posted by jeff under Jeff's Financial Blog. Comments Off on The Market Goes Up, the Market Goes Down. Earlier this week, we saw an example of a phenomenon that frequently distorts people’s perception of the stock market. Overblown media coverage of bad days like this can give people the wrong perception of what’s really going on in the market. A couple of things need to be pointed out:. Fri 2 Jul 2010.

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brockelsbyis.com

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About Us

http://www.brockelsbyis.com/About

A Brief Q and A with Jeff Brockelsby, Registered Investment Advisor. How did you get into the investment business? It started with reptiles! More specifically, it started in 1993 after my father died. The S-Corporation business he had founded and run for over 50 years - Black Hills Reptile Gardens in Rapid City, SD. What do you enjoy most about investment management? They gave me all this 401(k) stuff at work and I don't understand it! Can you help me figure it out? Anything else to add? How old are you?

2

Brockelsby Investment Services

http://www.brockelsbyis.com/Blog

Words to the Wise. Rather than try to dazzle you with my own wisdom, here are a few choice comments by folks who really know the ins and outs of investing. If you spend 10 minutes reading the following, you will be more knowledgeable about money management than 95% of the people who are in the stock market today. Robert Torray, manager, The Torray Fund. Gus Sauter, Chief Investment Officer, Vanguard Mutual Funds. Temperament to control the urges. That get other people into trouble in investing.". Stocks ...

3

For Individuals

http://www.brockelsbyis.com/ForIndividuals

My HR department just gave me this stack of 401(k) stuff, and I can't make any sense of it.". I just got an inheritance, and I'm not sure what to do with it.". I'd like to start setting aside some money for my kid's college education, but I don't know where to start.". 401(k), IRA, Roth IRA . . . What's the best way to save for retirement? I've had an account at this investment firm for years, but I've hardly looked at it. I wonder if these investments are any good? We require no minimum amount of assets,.

4

Ethics

http://www.brockelsbyis.com/Ethics

Brockelsby Investment Services Code Of Ethics. The code of ethics for Brockelsby Investment Services is based on North American Securities Administrators Association Standards, the Standards of Professional Conduct of the Certified Financial Planner Board of Standards and the South Carolina Code of Regulations, sec. 13-502. The guiding ethical principal of BIS is to offer objective, unbiased advice that puts the interests of the client first and foremost. BIS will act in the interest of the client. BIS s...

5

For Businesses

http://www.brockelsbyis.com/ForBusinesses

If you don't have a 401(k) for your employees - or your current 401(k) leaves something to be desired, especially in the way of cost. Then I think you will be interested in what Brockelsby Investment Services has to offer. A 401(k) plan is a great device for saving for retirement and a wonderful benefit to offer your employees. But from my observation, many small businesses often face two obstacles to providing a decent 401(k). One is cost. The other is service. I enjoy helping the average individual com...

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Jeff’s Financial Blog » Brockelsby Investment Services

http://wp.brockelsbyis.com/category/musings-on-finance

For Small Businesses and the Small Investor. Jeff’s Financial Blog. Archived Posts from this Category. Fri 22 Oct 2010. The Market Goes Up, the Market Goes Down. Posted by jeff under Jeff's Financial Blog. Comments Off on The Market Goes Up, the Market Goes Down. Earlier this week, we saw an example of a phenomenon that frequently distorts people’s perception of the stock market. First, that 165-point drop sent the market way back to a level it hadn’t seen since . . . Less than two weeks before! Comments...

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Words from the Wise » Brockelsby Investment Services

http://wp.brockelsbyis.com/2010/06/words-from-the-wise

For Small Businesses and the Small Investor. Mon 28 Jun 2010. Words from the Wise. Posted by jeff under Jeff's Financial Blog. Comments Off on Words from the Wise. Rather than try to dazzle you with my own wisdom, here are a few choice comments by folks who really know the ins and outs of investing. If you spend 10 minutes reading the following, you will be more knowledgeable about money management than 90% of the people who are in the stock market today. 8211; Robert Torray, manager, The Torray Fund.

wp.brockelsbyis.com

The Secret to Getting Ahead Financially » Brockelsby Investment Services

http://wp.brockelsbyis.com/2010/07/the-secret-to-getting-ahead-financially

For Small Businesses and the Small Investor. Fri 2 Jul 2010. The Secret to Getting Ahead Financially. Posted by jeff under Jeff's Financial Blog. Comments Off on The Secret to Getting Ahead Financially. Now there’s a blog title that will likely get attention! Bear with me . . . there really are a couple of genuine, practical points that I’m going to make.). Regarding option two, well, let’s be honest: no one reading this blog is going to win $1 million or more in the lottery. Sorry, it just ain’t gon...

wp.brockelsbyis.com

The Market Goes Up, the Market Goes Down » Brockelsby Investment Services

http://wp.brockelsbyis.com/2010/10/the-market-goes-up-the-market-goes-down

For Small Businesses and the Small Investor. Fri 22 Oct 2010. The Market Goes Up, the Market Goes Down. Posted by jeff under Jeff's Financial Blog. Comments Off on The Market Goes Up, the Market Goes Down. Earlier this week, we saw an example of a phenomenon that frequently distorts people’s perception of the stock market. Overblown media coverage of bad days like this can give people the wrong perception of what’s really going on in the market. A couple of things need to be pointed out:. Sorry, comments...

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Brockelsby Investment Services

The sole proprietor of BIS, Jeff Brockelsby, has been managing investments for more than 20 years. In 1993, he took over the investment portfolios of his family business, Black Hills Reptile Gardens. Inc, in Rapid City, S.D., and Brockelsby Trust Investments. In 2008 he passed the Series 65 Uniform Investment Advisor Exam and became a Registered investment Advisor. That same year he founded Brockelsby Investment Services, a firm registered with the State of South Carolina. In addition to his financial ex...

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