We strive to conduct our business according to the highest standards of honesty, integrity, and fairness. Our ultimate goal is to continually maintain that your best interests are the foundation of your financial planning. We do this by attempting to provide a consistent and structured approach to your financial needs that will result in an integrated and customized solution for you.
We take an objective approach to every strategy and investment we recommend. We are able to offer a diverse universe of investments to align with the individual situations of each investor. We take our role of fiduciary very seriously and act in the best interests of our clients.
Our investment approach seeks to preserve and grow wealth across market cycles. It considers each client’s risk tolerance and focuses on strategies that manage risk and attempt to avoid significant drawdowns. Our goal is to have long-term investments experience the power of compounded returns.
We have broad depth and breadth of experience in building investment portfolios and supporting advisory businesses. Our investment expertise spans evaluating and implementing traditional and alternative vehicles, analyzing market trends and investment strategies, as well as assisting hundreds of advisors in launching and growing their businesses. Our partnerships with some of today’s most innovative money managers, serving as sub-advisors to BCM, enhance this expertise.
- Founded: 2006
- Services: investment management through select network of independent advisor representatives
- Portfolios: conservative, moderate, growth
- Investment strategy: analytical approach to risk and reward
- Ranked: #27 on Financial Advisor magazine’s 2013 list of Fastest-growing RIA Firms
- Ranked: Financial Times Top 300 RIA List for 2014
- Assets under management: Over $1B