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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.

Read the Latest Investment Commentary

  • Gas Wars

    by Richard Boyer, CFP®, CFA
    16 December, 2014

    It will probably never get to the point where competing gas stations conduct “gas wars” like they did back in the 60s. Heck, it’s hard to find two stations across the street from each other anymore. But if the price of oil continues to plummet, it may start to FEEL like stations are having a gas war. One can only hope. There is probably no better gauge of a slowing global economy than the decreasing price of oil. Oil is the one common engine that provides the energy for virtually every modern economy. If there were any doubt that global economic activity is slowing, the recent collapse in the price of a barrel of oil should convince you otherwise. In June, a barrel of oil (also known as West Texas Intermediate (WTI) crude) traded as high as $101. As I am writing this, a barrel of WTI is trading just below $56 per barrel, a decline of almost 45% in less than six months. During this period, almost all other (...)

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