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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

  • Greece Needs to Switch Conferences

    by Richard Boyer, CFP®, CFA
    10 July, 2015

    In the Trains, Cranes and Demographics Investment Commentary, I noted the impressive number of construction cranes I saw throughout Switzerland in April. Cranes are a sign of economic activity and optimism about the future. Although Switzerland was the only place I noticed a plethora of cranes, recent numbers reveal that economic growth has been slowly occurring throughout Germany (which I also visited) and the rest of Europe as well. Therefore interest rates caused a stir last month. Since the Great Recession of 2008 - 2009, lack of growth globally has been associated with low interest rates. It has always been our expectation that signs of economic growth would be accompanied by rising interest rates. But WHEN would that happen? Every day for the past six years, doomsday prognosticators have been predicting hyperinflation along with an interest rate spike. With an irrational passion beyond understanding, these “Chicken Littles” became gold bugs, buying precious metals, ammunition and canned goods. Maybe they will be right someday, but for six years now, they could (...)

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