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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

  • Sibling Rivalries & Dick-tatorships

    by Richard Boyer, CFP®, CFA
    20 April, 2015

    I will be in Frankfurt, Germany next week where the 68th annual conference for Chartered Financial Analysts is being held. Once a year, nerds from all over the globe gather to talk about the current state of the economic world. Usually, host cities alternate between the U.S. and a foreign destination (last year was Seattle and the year before was Singapore). However, I learned that next year’s conference is to be held in Montreal, Quebec. Not quite the U.S., but it’s close enough. I mean they used to have a Major League Baseball team. [caption id="attachment_3819" align="alignright" width="300"] European Central Bank (ECB)[/caption] Frankfurt is home to the European Central Bank (ECB), pictured here. It seems to stand all by itself a long distance from downtown Frankfurt. On April 15, the ECB held a press conference to announce how smoothly the ECB’s new stimulus program was going. Shortly after Mario Draghi, ECB President, began to speak, he came face to knee with a protester who was seated on the front row (...)

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