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Personal Wealth Management
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Personal Wealth Management

Our firm has grown – one referral at a time since 2007, but our experience and history goes much deeper. Individuals who have accumulated significant wealth recognize the need for highly qualified investment managers beyond the ordinary. We simplify the challenges associated with managing our clients’ lifestyles and legacies.
Institutional Capital Management
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Institutional Capital Management

BCWM’s Institutional Management offers services to endowment funds, foundations, profit sharing plans, trusts and small businesses. With top-level management in all asset classes, consistent performance and individual security selection, we offer our institutional investors advantages they might not find elsewhere.
Well-beyond Certification
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Well-beyond Certification

While there are fewer than 116,000 CFA charterholders in the world, BCWM has four, along with four CFP® professionals on staff. This number of highly regarded certifications in a small-sized staff is rare. We are committed to recruiting and retaining the best talent the industry has to offer.

Read the Latest Investment Commentary

  • Mid-Term Elections and the ECB

    by admin
    15 September, 2014

    The nastiness has begun. It’s a mid-term election year and everyone running for office wants to tell you how horrible his or her opponent is. As our country waffles back and forth between our version of capitalism and our version of socialism, it appears that Republicans stand a very good chance of winning back the Senate. To do that they will need to keep the states they currently control and pick up six more senate seats, several of which are almost a done deal. What happens after that will be underwhelming gridlock because even though Republicans will have more success passing bills that they like, they will not have enough seats to override a presidential veto. And they will almost certainly see plenty of presidential vetoes. However, with Republican control over both the House and the Senate, the possibility of presidential compromise might be enhanced. But don’t hold your breath hoping that Congress and the Administration will be very productive during Obama’s last two years in office. We don’t see (...)

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