FORGOT YOUR DETAILS?

Personal Wealth Management
read more +

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
read more +

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
watch video +

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. About BCWM

Read the Latest Investment Commentary

  • Negative Interest Rates are Not a Positive

    by Richard Boyer, CFP®, CFA
    26 April, 2016

    The first quarter of 2016 appeared to be a non-event in the stock market. The S&P 500 gained a little over 1%. Foreign stocks declined just a smidge. No big deal, right? Unless you were backpacking in the Himalayas with no internet access, you know that the first quarter was anything but a non-event. January was scary, the first two weeks being the “worst first two weeks” in the stock market’s history. (Writer’s note: I didn’t really check the accuracy of that statement. I heard it on CNBC, and since everything you hear on CNBC is absolutely true, I’m going with it. Regardless of the statement’s accuracy, the first two weeks were really, really bad and led investors to believe 2016 was going to be a nasty year.) During that time the S&P 500 lost over 9% and international stocks lost almost 8%. (And some investors lost their lunch.) Both indexes gained a little in the second half of the month to lessen the pain. February came along and acted (...)

    read more +

News & Information

VIEW ALL -