Does your investment manager have a prudent process?
Our Investment Management process is a product of both understanding your personal goals and integration of proven Nobel Prize winning investment theory. The result is a process that gives equal attention to asset growth and principal protection. We believe that if a client’s investment portfolio can be resistant to the market down drafts and participate in the market advances, this will help the client to be financially successful.
We define a successful portfolio return as one that closely tracks an appropriate market index with a risk level that is lower than the index. Our clients have worked hard to accumulate their wealth and we work hard to protect that wealth.
Review the BCM Investment Management Steps - click here.
Why is it important to manage risk - click here.