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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. About BCWM

Read the Latest Investment Commentary

  • You Trumped Our Brexit

    by Richard Boyer, CFP®, CFA
    3 February, 2017

    CNBC is in big trouble. The Dow Jones Industrial Average (DJIA) finally broke through 20,000, and now the network is going to have to find something else to talk about. Its anchors have been anticipating this breakthrough for weeks and talking about it frequently almost every day, flashing ridiculous headlines on the screen that the Dow is “nearing” or “approaching” or “inching toward” 20,000. It’s as if 20,000 is some incredibly magical number, much more powerful than 19,999 and more meaningful than 20,001, even though 20,001 is higher. The day the DJIA broke through 20,000, it actually closed at 20,068, but the 68 meaningless points above 20,000 were not discussed. What’s missing is the fact that this whole charade is extremely stupid. “The Dow” is talked about as if it is some meaningful indication of what is going on in America. You are led to believe it is an index that should matter. It isn’t. It doesn’t (matter). The Dow Jones Industrial Average Index is comprised of 30 companies. JUST (...)

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