For Businesses
Affordable 401(k) plans with personalized employee education and fiduciary investment management.
Independent, Fee-Only Investment Advice
Serving small businesses and individual investors in Irmo, South Carolina with objective, affordable investment management and personalized 401(k) guidance.
Schedule a Free ConsultationBrockelsby Investment Services is an independent, fee-only firm that caters to the needs of small business and the small investor. Our goal is to provide affordable solutions and quality service for businesses and individuals of modest means who are seeking investment advice and management.
We also take pride in explaining investment strategies in easy-to-understand terms. It really doesn't have to be as complicated as the financial pundits would have you believe!
The sole proprietor of BIS, Jeff Brockelsby, has been managing investments for more than 20 years. In 1993, he took over the investment portfolios of his family business, Black Hills Reptile Gardens, Inc., in Rapid City, S.D., and Brockelsby Trust Investments. In 2008 he passed the Series 65 Uniform Investment Advisor Exam and became a Registered Investment Advisor. That same year he founded Brockelsby Investment Services, a firm registered with the State of South Carolina.
Jeff has been the Corporate Treasurer for Black Hills Reptile Gardens since 1991 and has managed the business's 401(k) investments since 2000. He holds group and individual meetings regularly with employees to advise them on 401(k) investments. Altogether he manages more than $5.5 million in individual, corporate and 401(k) investments.
For Individuals
Independent guidance for IRAs, inheritances, college savings, and portfolio reviews with no minimum asset requirement.
Why Fee-Only?
We receive no commissions for selling products. Our only compensation comes from our clients, so our advice is always objective.
"I've been through the stock market boom in the 90s, the bear market of 2000-2002, the bull market of 2003-2007, the crash of 2008, and the huge market recovery since then. I wish I could say what the market is going to do next, but I honestly don't know and neither does anyone else. However, I do know that if an investor establishes and follows a sound long-term strategy, keeps investing regularly, has a diversified portfolio, keeps fear and greed at bay, and ignores pundits when they tell you to panic, then that investor has a good chance of achieving his or her financial goals." — Jeff Brockelsby