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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

  • Ready to Fly the (Un)Friendly Skies Again

    by Richard Boyer, CFP®, CFA
    15 July, 2014

    We have officially removed airlines from our list of industries in which we would absolutely never invest. Years ago, I decided it was a dicey proposition to invest in airline stocks and vowed to avoid them. It was an industry that always seemed to figure out how to shoot itself in the foot, and I could never figure out if any airline had a sane long-term business plan. Airlines always seemed to be “reactive” instead of “proactive.” And although some “experts” touted owning airline stocks, I never felt like I could invest in them with any degree of reliability. Airlines seemed to hate prosperity, and they constantly figured out ways to avoid it. When fuel costs declined and airlines could increase profits, what would they do? They started fare wars with each other, thereby eliminating the profitable opportunity. When fuel costs eventually soared (which they ALWAYS eventually did), airlines were stuck with low fares and negative cash flow. And what used to be a business that was friendly to passengers (...)

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