Need help increasing
AUM, raising capital 
or Investor Relations Services?
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About BFS Financial Inc.
BFS Financial Inc. offers the following services:

Wholesale Distribution Division:   We provide Wholesale Distribution services to increase AUM for Mutual Funds, Hedge Funds, Annuities, Life Insurance Products, and Reg. D - Private Placement Offerings.  Our services include Sales training for all products we distribute.  
We actively work with our large proprietary database (consisting of more than 147,000 Financial Advisors in the RIA & Independent Broker Dealer channels & more than 7,400 Institutional Investors) to raise capital for our clients.  We've raised AUM for the following Money Managers (either direct contracts or indirect contracts):  Fidelity Investments, Dreyfus Funds, Aegon, Transamerica, John Hancock, Hartman Real Estate, Mommoth Real Estate Group, Castle Arch Real Estate, , NetREIT, Carter Validus Real Estate Funds, Sierra Income Funds, Greenbacker Renewable Energy Fund, SC Distributors & many others. 

Our Process:  In order to help you increase AUM or raise capital, we utilize a combination of email marketing, outbound phone calls, direct mail marketing, social media & in-person visits with the many contacts in our database as part of an on-going awareness campaign.  You can expect regular status reports regarding activity & potential investors.

Capital Markets Division:  We help our clients raise capital from direct funding sources.  We have a large network of funding sources including family offices, crowdfunding platforms, private equity funds, hedge funds, pension plans & endowment funds, investment bankers, banks, & private money via High Net Worth individuals.  From start ups to established entities, we can help you raise capital. 

Investor Relations (IR) Division:  We help public & private companies raise awareness with Investors & Financial Advisors.  We utilize our proprietary database of more than 168,000 contacts consisting of Financial Advisors, Institutional Investors & High New Worth Investors.  We use a combination of email marketing campaigns, social media & electronic media to raise awareness for your company.  We will custom design a program to meet your IR needs & budget.  

Due Diligence & Consultation Division:​  We offer due diligence & consultation services for Private Placement Offering sponsors.  We know what it takes to put together a successful offering that will raise capital in various distribution channels.  Contact us BEFORE you spend the money to draft a PPM (Private Placement Memorandum).  We have saved our clients TENS of THOUSANDS of dollars over the past 20 years.  Also, we perform on site due diligence inspections for commercial real estate and energy related capital raises (oil, gas, solar, etc.).

         For More Information, Email or Call us today - 813-417-0622   
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