The Right Way to Invest
Is based on your needs, goals, and circumstances.
Investment Management
BCM offers proprietary investment strategies through separately managed accounts. BCM's strategies may not be appropriate for all investors, and fitment depends on an investor's needs, goals, and circumstances. Some of BCM's investment strategies are summarized below. ​​
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BCM Macro Allocation
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BCM Macro Allocation (MA) is a multi-asset strategy seeking 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 available in several configurations based on risk tolerance and time horizon.
BCM Unrestrained Equity
BCM Unrestrained Equity (UE) is a U.S. equity strategy seeking long-term growth with an emphasis on capital appreciation. The strategy uses fundamental analysis to identify a low number of attractive businesses trading at compelling valuations. UE is available to select investors on a limited basis. ​
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Questions? Contact BCM.
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