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Patrick David Powers
Chief Investment Officer at
BFSG LLC
Profile
Mr. Patrick D.
Powers is a Managing Principal at BFSG LLC.
He has over 30 years of investment experience.
He is a member of the Investment Committee.
Mr. Powers was previously employed as a Founder, President & Chief Investment Officer by Powers Capital Investments, Inc., a Vice President by Riverplace Capital Management, Inc., and a Principal by KPMG, Inc.
Mr. Powers has a Bachelor’s degree in Business Administration with a concentration in Accounting from California State University, Fullerton.
Patrick David Powers active positions
| Companies | Position | Start |
|---|---|---|
BFSG LLC
 BFSG LLC Investment ManagersFinance BFSG aims to create fundamentally sound, well-constructed, diversified portfolios tailored to each client’s needs and goals. The firm monitors the investments to evaluate performance against appropriate market-based benchmarks and modify each portfolio strategy as needed to support a measurable outcome. They invest client assets primarily in open-end mutual funds, exchange-traded funds (ETFs), collective investment trusts (CITs), equity securities of individual companies of all market capitalizations, and individual bonds. BFSG has an investment committee, and each division has an investment committee overseeing their investment management processes. | Chief Investment Officer | 2015-12-31 |
Former positions of Patrick David Powers
| Companies | Position | End |
|---|---|---|
Powers Capital Investments, Inc.
 Powers Capital Investments, Inc. Investment ManagersFinance Profile Unavailabl | Founder | 2015-12-31 |
Riverplace Capital Management, Inc.
 Riverplace Capital Management, Inc. Investment ManagersFinance Riverplace Capital aims to enhance their clients’ investment income, growth, and tax protection. The firm offers three strategies: income, mid-cap, and large-cap. The primary investment strategy used on client accounts is dynamic asset allocation, meaning that they use an extensive internal watch list, individual as well as sector weightings proactively adjusted to anticipate market conditions, and rebalancing position weightings as necessary. | Analyst-Equity | 2008-05-04 |
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Provides audit and accounting services | Corporate Officer/Principal | - |
Training of Patrick David Powers
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
10
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
KPMG, Inc.
KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Provides audit and accounting services | Commercial Services |
Riverplace Capital Management, Inc.
Riverplace Capital Management, Inc. Investment ManagersFinance Riverplace Capital aims to enhance their clients’ investment income, growth, and tax protection. The firm offers three strategies: income, mid-cap, and large-cap. The primary investment strategy used on client accounts is dynamic asset allocation, meaning that they use an extensive internal watch list, individual as well as sector weightings proactively adjusted to anticipate market conditions, and rebalancing position weightings as necessary. | Finance |
California State University-Fullerton
 California State University-Fullerton Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Powers Capital Investments, Inc.
Powers Capital Investments, Inc. Investment ManagersFinance Profile Unavailabl | Finance |
BFSG LLC
BFSG LLC Investment ManagersFinance BFSG aims to create fundamentally sound, well-constructed, diversified portfolios tailored to each client’s needs and goals. The firm monitors the investments to evaluate performance against appropriate market-based benchmarks and modify each portfolio strategy as needed to support a measurable outcome. They invest client assets primarily in open-end mutual funds, exchange-traded funds (ETFs), collective investment trusts (CITs), equity securities of individual companies of all market capitalizations, and individual bonds. BFSG has an investment committee, and each division has an investment committee overseeing their investment management processes. | Finance |
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