OUR FIRMBringing Investing back to it Roots
Firm Overview
We’re a Baton Rouge-based, Registered Investment Advisor firm that specializes in concentrated investments. We compile in-depth, comprehensive research on every company in our recommended portfolio, ensuring greater reliability and accuracy in our investments.
The New York Stock Exchange began in 1792 under the shade of a Buttonwood tree. A small group of investors loaned money to the local business owners and farmers that they wanted to see succeed. Investing meant more than earning a profit; it was about supporting the businesses one believed in.
Our strategy is no different. We fill our portfolio with companies that we support, investing in their success and yours at the same time. Most investment firms give you too many diluted strategies to choose from, each of them focusing on different results. At BF/Anderson, we have one strategy, and it’s focused on you.
Financial security. Confidence. Peace of mind.
Three core concepts that form the foundation of our commitment to you.
Three core concepts that form the foundation of our commitment to you. Principles that are the driving force behind every investment decision made on your behalf. These are the forces that guide us, helping us to fully commit ourselves to your financial well being.
Our Staff
Budd “Andy” Anderson / President
With over 40 years of experience in the securities industry, Andy established his own portfolio management firm in 1995. Throughout his career, he has earned a distinguished reputation for his expertise in identifying high-quality growth stocks, a core principle of the firm’s investment strategy. Recognized for his investment insight and deep understanding of the securities markets, Andy has been featured in numerous business publications and media outlets discussing various financial topics. A lifelong resident of Baton Rouge, he holds a B.S. in Finance from Louisiana State University.
Amy Anderson / Investment Advisor “The Fiscal Fox”
Amy wears two hats at the firm, serving as both an investment advisor and the marketing director. She is responsible for managing client portfolios, cultivating and maintaining strong business relationships, and promoting the firm’s specialized investment strategies. A graduate of Louisiana State University with a B.A. in Political Science, Amy is also passionate about financial education. Through her social media platform, @the.fiscal.fox, she creates content aimed at making personal finance, financial literacy, and stock market investing more accessible & empowering.
Matthew Spencer / Chief Compliance Officer
As the firm’s Chief Compliance Officer, Matthew is an integral member of the BF/Anderson team. He constantly works to improve the firm’s quantitative investment process and assists in the development and enhancement of the firm's products. Matthew also conducts all trading functions for the firm, including portfolio allocation, order execution, and daily account reconciliation. Mr. Spencer received a B.S. in Finance and an M.B.A. from Louisiana State University.
Let’s Talk About the Life You Want Your Wealth to Build.
LET’S TALK ABOUT WHAT’S POSSIBLE
Share where you're headed, what concerns you, and what you want your wealth to make possible. Together, we can determine whether BF Anderson's disciplined, growth-focused investment approach is the right fit.