At BCM, we work with financial planning and advisory clients who have $500,000 or more of investable assets, seeking to partner with a team of trusted advisors focused on protecting and growing wealth through a thoughtful approach.

Our Services

Asset and Income Preservation

Asset and Income Preservation

- Insurance and Risk Mitigation
- Generational Wealth Transfer
- Capital Preservation Strategies

more about the team
Wealth Optimization

Wealth Optimization

- Retirement Strategies
- Cash Flow and Debt Management
- Cost/Benefit Analysis

more about your plan
Investment Planning

Investment Planning

- Portfolio Management
- Stock Option Strategies
- Portfolio Stress Testing

more about the all-weather approach


What Is IN Your Control And OUT Of Your Control?

Barry Ritholtz, of The Big Picture investing blog, produced the graphic below, and we don’t think we could have created anything clearer.

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Protecting Your Information

We live in an age where cybersecurity attacks pose both an ongoing and mounting threat to personal data.  As a fiduciary that acts in our clients’ best interest, BCM takes cybersecurity seriously, ensuring that we maintain the highest standards for protecting our clients’ private information. 

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Investor Behavior – Where the Rubber Meets the Road

If a picture is worth a thousand words, the above chart says it all.

Starting in 1980, $100 invested in the S&P 500 stock index grew to more than $10,000 so far.  That represents a total compounded return of roughly 11.4% per year.

So, getting rich in the market should be easy, right?  Buy it, hold it, and let it work for you.

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