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BMF Investments, Inc.

125 Floyd Smith Drive Suite 240
Charlotte, North Carolina 28262
United States
Contact :      Barry Ferguson, RFC
Phone :       704-563-2960
Fax :             704-909-2511
Email :
Web : 

BMF Investments, Inc. Information

Type of organization : S Corporation
Total Assets Managed ($Mil) : $45
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) : $80
Year Founded : 1997
Wrap Programs Offered? : Yes
# of Accounts Managed : 600
In-House Research : 100 %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

BMF Investments, Inc. History

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
Limited Partnership :
Foundations :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 1 Analysts : 1
Portfolio Managers : 0 Traders : 1
Client Service : 1 Operation : 1

BMF Investments, Inc. Personnel

Mr.  Barry Ferguson

Portfolio Manager
Tel : 704-563-2960
BMF Investments, Inc. is an independent SEC registered Investment Advisory fee-based money management firm located in Charlotte, North Carolina. We offer various portfolios of equities, ETFs, mutual funds, and fixed instruments to meet the needs of clients. The portfolios are designed to be market driven and actively managed. We don’t like definitions, limitations, or constraints and we don’t adhere to benchmarks. Investing money is like a sporting event. Defense wins championships. We never forget our defense! Barry M. Ferguson, RFC is President and founder of BMF Investments, Inc. Barry has more than a decade's worth of experience in the financial services industry. He has a diverse background ranging from financial software consultant to registered representative of investment products to President of an Investment Advisory firm. His strong technology background has been beneficial in today's 'information age' market. Barry’s unique market perspective is evident in the portfolios that he manages, but he also shares his analysis, wit, and expertise with the investors. • Weekly radio show: On the topic of investing money, Barry speaks out on market activity and behavior based on his opinions and analysis • Frequent Lectures: What is happening in the investment markets? Barry gives his audience his unique perspective while educating and enlightening listeners on what they really need to know • Barry’s Bulls: The monthly stock market commentary newsletter that updates readers on market activity. The newsletter never fails to spark comments and independent thought. Excerpts are frequently printed in financial publications such as Barron’s, Dick Davis Digest, Bull and Bear. • Magazine contributions: Barry has written articles published in magazines like Wealth and Retirement Planner and professional publications such as The Register and the Journal of Personal Finance. • Authored the book, Navigating the Mind Field of Investing Money: An exploration of the mentality necessary to succeed and survive as an investor in the post-2000 era stock market. • BMF Investments, Inc. maintains a website where investors can get information on money management, investing, and the Barry’s Bulls newsletter.

BMF Investments, Inc. Product Name

Security Benefit Advisor Design Annuity:Privately Managed Accounts
Report Created: September,21 2020.  Copyright Money Manager Review , All rights Reserved.

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