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INVESTING EXPERTISE

 

at your service.

 
INVESTMENT MANAGEMENT

 

BCM provides investment management services for people and organizations. Services are provided on a fee-only basis. Overviews of current offerings are listed below. 

 

BCM MACRO ALLOCATION

 

BCM Macro Allocation (MA) is a multi-asset strategy that seeks long-term growth with an emphasis on risk management. The strategy invests across asset classes according to strategic targets with tactical adjustments based on economic and market conditions. MA is open to new investors through separately managed accounts with a $250,000 (USD) minimum. Management fees are 1% per year or less based on assets under management (AUM).

 

 

BCM UNRESTRAINED EQUITY

 

BCM Unrestained Equity (UE) is a U.S. equity strategy that seeks long-term growth of capital. The strategy uses fundamental analysis to select a small number of publicly traded stocks that BCM believes represent strong businesses trading at attractive valuations. UE is currently only available to select investors on a limited basis. Additional information is available by request. 

Why choose BCM?

Questions? Contact BCM.

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