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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

  • Just When You Think It Can’t Get Any Quieter

    by BCWM Portfolio Management Team
    1 August, 2017

    The silence is almost deafening. Navigating the quiet markets is like being in a library. (Remember those places you used to go to find books before you could buy them online for $8.00?) We’ve alluded to the Volatility Index (VIX) in past Investment Commentaries. The VIX, which is derived from a complicated formula, measures the implied volatilities of a wide range of S&P 500 index options. It’s not important that you understand the formula. Just know that when investors expect prices to change dramatically, option prices increase and the VIX rises. When they expect little change, option prices decrease and the VIX declines. The graph below shows the VIX dating back to 1999, although the Chicago Board of Options Exchange (CBOE) started tracking it in 1993. The VIX is trading at some of the lowest levels ever, including the years that are not shown in the graph. It hit an intraday historic low last week of 9.04. To put that into perspective, it traded as high as 82 during the (...)

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