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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

  • Happy Anniversary to a Raging Bull Market

    by Richard Boyer, CFP®, CFA
    13 March, 2017

    It is widely expected that the Federal Reserve Bank will raise the federal funds rate at its March meeting this week. According to the futures market, there is a greater than 90% chance they will raise rates. Because a rate increase is so highly anticipated, we expect there will be virtually no market reaction when it occurs. The only way there would be a market reaction is if the Fed announced it was NOT going to raise rates. THAT would be a surprise. The fed funds rate was below .25% for eight years until December 2015 when it was raised to .5%. Now they’re talking about raising it to .75% (http://www.boyercorporon.com/talking-heads/). The reason we even mention this is so you can ignore all the announcements about it. It is a long overdue, non-event and doesn’t deserve your attention or concern. Watch basketball instead. The Department of Labor reported last week that the economy created 235,000 jobs in February. This number was higher than consensus expectations, but was not out of (...)

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