SERVICES

 

 

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. 

 

INVESTMENT MANAGEMENT

BCM's Investment Management service is for clients who seek long-term, discretionary management of their investment portfolios. The service is provided through separately managed accounts (SMA) using BCM's proprietary strategies (see an overview of BCM's investment approach). Fees are based on assets under management (AUM) with a $250,000 minimum. Contact BCM for details. 

 

FINANCIAL CONSULTING

 

BCM's Financial Consulting service is 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 and advice, financial planning and analysis, financial education, and speaking engagements. Consulting is provided at a rate of $350 per hour with a 5-hour minimum. Contact BCM for details.

 

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