5807 Kennett Pike,
BCM is the FIRST and ONLY investment advisor in Delaware to be CEFEX certified, joining an elite group of investment advisors globally who have successfully completed the independent certification process.
The Fiduciary Wisdom BookDavid Biddle has taken his expansive knowledge from working with retirees and retirement plan sponsors for over two decades and compiled it into his book, Fiduciary Wisdom. This guide to building great 401(k) or 403(b) plans focuses on lowering the legal risks involved in company sponsored retirement plans as well as raising employee involvement in their own investments.
About UsThank you for visiting BCM online. We have extensive experience in fiduciary investment management for individuals, endowments, and ERISA governed retirement plans. As an independent financial advisory firm, our primary focus is to provide unbiased advice designed to achieve long term results.
Our ServicesWealth ManagementBCM Wealth Management takes a comprehensive approach to meeting a client's needs. We construct integrated solutions that encompass all types of financial matters through all phases of a client's financial life.
Wealth Management services include:
Asset Protection Planning
Retirement Plan Management
Retirement SolutionsBCM Retirement Solutions provides co-fiduciary retirement plan management for 401(k), 403(b), Cash Balance Plans and other qualified retirement plans.
Retirement Solutions fiduciary services include:
Investment Policy Statement
Initial Investment Menu Development
Investment Menu Monitoring
Investment Menu Replacement
Model Allocation Portfolios