BPU Investment Management, Inc. (BPU) is a federally Registered Investment Advisor (RIA) and FINRA registered broker-dealer, member FINRA/SIPC. BPU engages in three distinct lines of business
Asset Management – by definition – is the process of dividing investments among different kinds of assets (such as stocks, bonds, real estate and cash) to optimize the risk/reward trade-off based on an individual’s or institution’s specific situation and goals. This is a key concept in financial planning and money management.
BPU’s Asset Management Services are directed towards high net-worth families, non-profits and retirement plans. BPU began its RIA operations in 1991 with the purpose of providing comprehensive personal financial education programs and individualized financial counseling to the employees of area corporations. Today, in addition to its education and counseling programs, BPU provides comprehensive wealth management, investment consulting and fee-based asset management services for individuals,retirement plans, foundations, and corporations.