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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

  • Cruel Expectations

    by BCWM Portfolio Management
    10 January, 2018

    Twelve months ago, approximately one half of U.S. voters were fairly certain that the election of Donald Trump as President of the United States would bring quick havoc to the financial system. If stock market performance is a barometer of presidential performance (it isn’t), those voters were wrong. At least, so far. In fact, 2017 saw something that no calendar year has ever seen. The U.S. stock market produced positive returns in every single calendar month. You didn’t have to be smart last year to make money in the stock market. A chimpanzee throwing darts at the Wall Street Journal stocks page could have made profitable trades. As the graph below makes clear, however, last year’s overall performance was not unprecedented in terms of first-year presidents. Mapped out are stock returns for the first year of each presidency since Harry Truman, thus demonstrating that market drivers run deeper than the occupant of the Oval Office. For example, in the first year of Obama’s tenure, stocks had just experienced one of (...)

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