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INSTITUTIONAL CAPITAL MANAGEMENT

Based on Disciplined Strategies & Proven Performance

BCWM’s Institutional Capital Management Division manages assets for endowment funds, foundations, profit sharing plans, trusts and small businesses with a desire for sound financial management. Although BCWM was founded in 2007, we have been in the position of general investment consultant for endowments and foundations for over 15 years.

Our portfolio management team, which includes four Chartered Financial Analyst® (CFA) charterholders, works harder and smarter to offer the guidance organizations require in today’s markets. Not everyone is as enthusiastic or driven to read and research securities as we are and our team challenges themselves each and every day to improve their knowledge. We are proud of our performance record and more importantly, so is our institutional capital management clientele. We are happy to provide performance data upon request.

With top-level management in all asset classes, consistent performance and a competitive fee structure, BCWM offers advantages difficult to find elsewhere. Our uniquely comprehensive services of in-house investment management, governance support and coordinated philanthropic services bring added value and peace of mind.

Our investment and advisory philosophy is fairly simple and highly effective:

OUR SERVICES INCLUDE:

ENDOWMENT FUNDS

FOUNDATIONS

PROFIT SHARING PLANS

TRUSTS

SMALL BUSINESSES