Deliver What Investors Expect®
After deep experience working with investors, we have found that the typical investor expects that investment managers, and advisors, will grow their money in up markets AND protect their assets in down markets — they want growth with the ability to get defensive.
BCM’s strategies seek to do just that.
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People invest to improve their futures which requires portfolio growth. All BCM strategies pursue growth as the primary objective.
Our strategies seek to get defensive only when necessary by allocating to cash equivalents, different asset classes or geographies, and using other defensive mechanisms.
We use disciplined systems that make investment recommendations based on data-driven research, machine learning and investment rules – not based on emotion.
How can we help you turn your plan into a portfolio?
Unlike most firms, we offer three rules-based systems engineered to grow, and provide defense only when necessary. Why? Because one size does not fit all. Some clients want a specific, targeted universe. Some want to capitalize on global opportunities in an unconstrained universe. Some want to take advantage of industry trends such as smart beta or factor investing. But, one thing we have found most investors have in common? They want their money to have some degree of protection in a correction or bear market.
So, all BCM strategies seek to Deliver What Investors Expect®: growth with the ability to get defensive, making both the buy and sell decisions for investors.
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TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Beaumont Capital Management, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.