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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

  • Trains, Cranes & Demographics

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

    Last month, I attended the annual conference of the CFA Institute, a gathering of Chartered Financial Analysts from all over the world. This year’s conference was held in Frankfurt, Germany, attracting more attendees from Europe and Asia than usual. My wife and I arrived a week early to take advantage of the opportunity to travel through Germany, Switzerland and France. When the conference ended, we boarded a train to Heidelberg for the afternoon and evening. Our one-hour, non-stop train ride to Heidelberg made an unscheduled stop in Mannheim. Non-stop trips are not supposed to stop, so we were immediately curious. The conductor instructed us to leave the train and wait on the platform for another train to take us to Heidelberg. Why? Because someone farther down the line decided to end his life by jumping in front of a train, making our track unusable while they tended to the suicide victim. While waiting 30 minutes or so on the platform, the conductor told me that this occurs an average of (...)

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