About BFM

Tad Borek is an independent, fee-only, registered investment adviser based in San Francisco, CA.

My advisory firm, Borek Financial Management, provides investment management and financial planning services, with an emphasis on tax management throughout. Most client accounts include a core of passively-managed mutual funds, including funds from Dimensional Fund Advisors<, complemented with individual securities selected using a "contrarian" approach.

Brochure - Form ADV II

As a registered investment adviser, I file a disclosure document called Form ADV, which describes my practice and background in a standardized format. That's the best place to learn about my services and approach to investment advice. You can download a PDF copy of my most recent filing by visiting the website of the SEC<. Click the California link to view the basics, and then use the link on the bottom left labeled "Part 2 brochures" to download a PDF of my Form ADV Part II. Part two is the narrative section of the filing, and contains a lot more detail than Part I.

San Francisco Office Location

After 17 years on Market Street, I moved my office a few blocks north, to 555 Montgomery near the Transamerica tower. The Portsmouth Square parking garage is a block away on Kearny.

 

 

 

 

 

 

 

 

Contact Information

Borek Financial Management
555 Montgomery Street, Suite 603
San Francisco, CA 94111

415-284-9790

 

Regulatory disclosure: As a California-registered investment adviser, I do not actively solicit clients from out of state via this website, and may only accept clients in other states subject to certain limitations. Please note that due to current workload, I am only accepting new clients by referral.