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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

  • Dollar is Still King

    by Richard Boyer, CFP®, CFA
    27 January, 2015

    Last year proved to be another good year for the U.S. economy, as well as the U.S. stock market, while wreaking havoc on foreign economies and foreign stock markets. The S&P 500 increased 13.66% while the All World (ex U.S.) Index declined 3.87%. A 50%+ decline in the price of oil blistered countries (and companies) whose fortunes are closely tied to the price of oil. In early 2014, oil traded as high as $107 per barrel. It ended the year just above $53, and is now trading below $50. Countries like Russia, that depend heavily on the price of oil are suffering, leading conspiracy theorists to believe that the price drop was engineered in retaliation for Russia invading Ukraine. The more likely explanation is that increases in oil production throughout the world, combined with a global economic slowdown, resulted in an imbalance in the supply/demand of oil. Conspiracy theorists confer way too much credit to the intelligence of those in charge. A more credible conspiracy theory (if you must have (...)

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