SERVICES

 

 

We offer money management and financial consulting services to people and organizations. As an independent

boutique, we offer clients personalized attention, customized solutions, and exceptional service.

 

THE BCM PROCESS

 

 

Financial decisions should be based on circumstances and objectives, not on impulse and speculation.  We use a clear and disciplined process to focus on your needs and goals.

 

 

1. Understand

We establish a mutual understanding of your needs and goals.

2. Strategize
We personalize the right strategy for your objectives.

3. Implement
We implement and put your strategy into action.

4. Manage
We manage things to ensure they go as planned.

 

MONEY MANAGEMENT

 

We provide money management services for a wide range of clients including individuals, trusts, businesses, retirement plans, non-profit organizations, and more.  We design and manage personalized investment programs for each client.   

 

FINANCIAL CONSULTING

 

We provide financial consulting services for clients who need one-time or intermittent assistance.  Consulting services are highly-customizable and may be used to meet a wide range of needs and goals. Common engagements include (but are not limited to) financial planning, investment research and analysis, or company retirement program design. 

 

FEES

 

BCM is a 100% fee-only registered investment adviser.   Client advisory fees are our only source of income.  We do not sell products, we are never paid commissions, and we do not accept any third-party compensation.

 

 

Money management fees are based on assets under management (AUM) and set at competitive rates. The minimum account size is $100,000. Contact BCM for a personalized quote.

 

 

Financial consulting is offered at a rate of $250 per hour. There is a five-hour minimum.  Contact BCM for a personalized quote.

 

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