FORGOT YOUR DETAILS?

Personal Wealth Management
read more +

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
read more +

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
watch video +

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

  • Negative Interest Rates

    by Richard Boyer, CFP®, CFA
    17 June, 2016

    “Invest your money with me. I guarantee I’ll give you back less than what you invested.” This is what investors are hearing all over the world as over $10 trillion of sovereign bonds are trading at negative interest rates today. That’s right, if you invest in bonds issued by Germany, Japan and several other legitimate nations, you are guaranteed to receive back less than what you invested. How did we become so desperate? What is it that makes people invest $10 trillion at a negative interest rate? The last week of May found me and Cory Bloodgood at the Strategic Investment Conference in Dallas. Bottom line from three days of speakers? Run for cover. Buy gold, water and ammunition. Round up the kids and find shelter. Find Dorothy. And buy negative interest rate bonds. Okay, maybe not negative interest rate bonds, but the speakers at this conference certainly gave us many reasons to be concerned. (Although one always needs to remember that the stock market climbs a “wall of worry.” (...)

    read more +

News & Information

VIEW ALL -
  • 24 June 2016 by Richard Boyer, CFP®, CFA
    BREXIT
    Yesterday, the United Kingdom voted to leave the European Union (EU). This is no...
    READ MORE +
  • 17 June 2016 by Richard Boyer, CFP®, CFA
    Negative Interest Rates
    “Invest your money with me. I guarantee I’ll give you back less than what you in...
    READ MORE +
  • 20 May 2016 by Richard Boyer, CFP®, CFA
    Nuggets from Montreal
    Last week, Laura Carley and I attended the 69th CFA Institute Annual Conference ...
    READ MORE +