Where Can I Access BCM Strategies?

Our strategies are offered to financial advisors and institutions in a variety of ways, including TAMPs, Model Management platforms, a mutual fund or directly through sub-advisory/dual-contract arrangements. Please see below for a list of platforms and custodians where BCM is already available, and don’t hesitate to reach out if you don’t see your preferred channel listed—we’re regularly working with new partners to expand accessibility.

Don’t see your preferred platform or custodian? There is likely still a way for you to access us. Contact your regional consultant or fill out the form at the bottom of this page.

Are you a product or platform manager looking to add BCM’s strategies to your product offering? Contact Denis Rezendes at drezendes@investbcm.com or (781) 531-8507.

Questions? Contact Us.

Whether you can’t find your preferred TAMP or Custodian listed above, you have a question about our investment philosophy, or you need help identifying which strategy is right for you and your clients, we’re here to guide you.

Fill out this form and we’ll get you the information you need to start your trek.


This website has been independently produced by Beaumont Capital Management LLC. Beaumont Capital Management LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Beaumont Capital Management provides investment solutions, while Schwab maintains custody of assets in a brokerage account and will effect transactions for accounts on instruction.