BCM provides Investment Management and Financial Consulting services for people and organizations. All services are provided on a fee-only basis. Contact BCM for a consultation and personalized quote.
BCM's Investment Management service is for clients who want a strategic, goals-based approach for achieving long-term objectives. The service is provided through separately managed accounts (SMA) using BCM's proprietary, actively managed strategies (see an overview of BCM's investment approach). Fees are based on assets under management (AUM) with a $150,000 minimum. Contact BCM for details.
Consulting services are for clients who seek one-time or intermittent financial advice. The service is highly customizable and may be tailored to meet a wide range of needs including (but not limited to) investment research, financial planning and analysis, financial education, and speaking engagements. The service is offered at a rate of $300 per hour with a 5-hour minimum. Contact BCM for details.