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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

  • Nuggets from Montreal

    by Richard Boyer, CFP®, CFA
    20 May, 2016

    Last week, Laura Carley and I attended the 69th CFA Institute Annual Conference in Montreal. Over 2,000 Chartered Financial Analysts gathered from 70 different countries. It was like a big global nerd convention. It turns out that nerds from other countries are a lot like nerds from the USA. There are always a few good nuggets that can be taken away from this conference each year. Here are a few of them from last week’s: 1.  The Chinese economy is going to continue to slow down. Big time. A country that grew annually at 10% for many, many years has hit the inevitable wall (pun intended). Currently with a growth rate of roughly 6%, we are looking for China’s growth to shrink to 3% or less. Almost immediately. The reality is that the majority of China’s previous “growth” hasn’t come from consumption (like the purchase of an automobile or an iPhone). It has been from investment or government outlays (like the construction of a stadium or an office building). A (...)

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