Where Can I Access BCM Strategies?

You can access BCM strategies primarily through Third Party Asset Management Platforms (TAMPs) and Broker-Dealers (BDs). Please see below a list of platforms where BCM is readily available.

We also have direct custodial relationships with Fidelity, TD Ameritrade and Charles Schwab.

Don’t see your preferred TAMP or platform? That’s okay, there is likely still a way for you to access us. Click the button on the right for all National Accounts (home office) inquiries or fill out the form at the bottom of this page.

Contact National Accounts

Locate Your Regional Consultant

Use this map to locate your regional consultant. We can help find the most suitable portfolio for your needs.

Find Your Consultant

Still Not Sure How to Access Us?

We’re here to guide you. Click below to contact us and get started.

Contact Us

BCM Retirement

For 401(k) and other qualified retirement plans, we offer Collective Investment Funds (CIFs) which are simple to add to most retirement plans. If your preferred retirement platform is not one shown below, please note that you can add BCM to your plans with an easy one page, three question form.

Contact Our Retirement Consultant

Explore BCM’s Strategies

Not sure which of our strategies best suits your needs? Use our strategy guide or watch our short videos below for a look into our investment philosophy and a high level overview of how our strategies work, straight from Portfolio Manager Dave Haviland.

 

Questions? Contact Us.

Whether you can’t find your preferred TAMP 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.