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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

  • Cryptocurrencies and Cheeseburgers

    by BCWM Portfolio Management
    7 December, 2017

    Although there might be a remote (extremely remote) possibility that Bitcoin could someday become the predominant worldwide currency, we feel until there is a likelihood that Joe Schmo could easily use it at the drive-thru to pick up a cheeseburger, its adoption by the common person will be stubbornly slow outside the nerd-world. There is a myriad of obstacles a “cryptocurrency” would have to overcome to become mainstream. For starters, the term “store of value” is often used to describe a basic function of money, and Bitcoin is miserably missing the mark here. How can you rely on making a payment in Bitcoin when its value fluctuates by +/- 10% every day? What is Bitcoin? Bitcoin is a digital “cryptocurrency” (no paper bills). And it is decentralized, meaning that there is no government or single administrator of this currency. The good news about Bitcoin is that there is no centralized regulatory body determining how it is issued and distributed. The bad news about Bitcoin is that there is no centralized (...)

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