Wealth management firm expands its offering to institutional investors with dedicated unit and resources

The Bahnsen Group, a national wealth management firm with $8.2 billion in assets under management, today announced the launch of TBG Institutional Advisory Services, a dedicated unit that invests money for non-profit organizations, universities, foundations and endowments.

The unit is an Outsourced Chief Investment Officer (OCIO) for institutional clients with $10 million to $100 million of investable assets. These funds will be invested across asset classes, including The Bahnsen Group’s core dividend growth stock portfolio, and fixed income and private equity.

While The Bahnsen Group already manages money for institutional investors, TBG Institutional Advisory Services is a new standalone unit within the firm for this growing client base.

“This initiative is about organizing resources and focusing on how we can be a fully-equipped partner to serve this segment of the institutional marketplace,” said David Bahnsen, managing partner and chief investment officer, The Bahnsen Group. “Our private wealth DNA gives us a lot of access to opportunities here, but we want to add the needed institutional DNA to be a first class partner for these types of clients.”

TBG Institutional Advisory Services is led by Robert Graham, Private Wealth Advisor, and Kenny Molina, the firm’s Director of Investment Solutions.

“From universities to churches to think tanks, there are organizations out there that we can serve with a sophisticated service model, in a highly cost-efficient way, above and beyond the turnkey experience so many institutional clients currently receive. This is a very high priority for us and one that we believe aligns with our mission of being an opinion-forward organization unafraid of thought leadership and distinctive points of view. We have long had organic connectivity to like-minded organizations whose missions we are aligned with,” Bahnsen added.

The unit’s services are offered under a 100% fiduciary umbrella without dual-fee layering. The fees are structured as a percentage of assets under management with no consulting fee. Bowyer Research is the proxy advisor to TBG Institutional Advisory Services.

For more information, please visit: https://thebahnsengroup.com/ias-contact/

About The Bahnsen Group

The Bahnsen Group began as a lift-out from Morgan Stanley in April 2015, launching with $600 million of client assets and eight team members. The firm has grown assets under management at 29% per year for ten years, and now manages in excess of $8.2 billion with 88 team members and ten offices around the country.

The Bahnsen Group maintains offices in Newport Beach, CA; New York City; West Palm Beach, FL; Minneapolis, MN; Nashville, TN; Bend, OR; Dallas, TX; Austin, TX; Phoenix, AZ; and Grand Rapids, MI.

The firm’s founder, David L. Bahnsen, previously spent eight years as a Chairman’s Club Managing Director at Morgan Stanley and seven years as a First Vice President at UBS Financial Services. Bahnsen was named to the Barron’s Top 100 Financial Advisors list in 2025 and ranked #1 in Southern California (Private Wealth) on the Forbes/SHOOK Best-In-State Wealth Advisors list of 2025.

The Bahnsen Group serves multiple market segments and has a special focus on dividend growth equity investing. They seek to create abundant intellectual capital for their clients and take particular pride in their significant focus on thought leadership and content creation.

HighTower Advisors, LLC is a SEC registered investment advisor. Securities offered through HighTower Securities, LLC member FINRA/SIPC.

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