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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

  • Blame China

    by Richard Boyer, CFP®, CFA
    10 February, 2016

    January stunk it up. The first two weeks of January really reeked. January stunk it up so badly that it made 2015 smell good. And February is starting out like it wants to make January smell good. After the first two weeks of January, U.S. markets were down about 8%. Foreign markets were slightly worse. That was reportedly the worst two-week start in the history of the U.S. stock market. The second half of the month was a little better with U.S. markets finishing the month down about 5% and foreign markets down almost 7%. The first week of February found U.S. markets down another 3%, while foreign markets fared a little better, losing a little over 1%. The alleged instigator of all this selling was China. It seems like whenever anything goes wrong anymore; we blame China. It’s easy, convenient and no one really disputes it. In this January sell-off, China may have actually played a role. The night before our markets opened on the first trading day of (...)

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