Welcome

As a registered user, you have gained access to the BCM Advisor Portal containing information about the BCM Strategies. For additional inquiries, please contact us at salessupport@investbcm.com or (844) 401-7699.

BCM Strategies

BCM believes the key to a successful long-term investment strategy is to avoid large losses and provide a smoother ride for investors. Each of the BCM strategies is built on this foundation.

Please explore the BCM strategy content below.

BCM Sector Rotation Strategies

Each of BCM’s Sector series includes 4 portfolios: U.S. Sector Rotation, Diversified Equity, Growth and Moderate Growth. Each portfolio uses BCM’s sector rotation process as its core equity allocation, but does so by investing in a different family of Sector ETFs. Each ETF family offers unique benefits to the investor.

BCM also offers additional Sector Rotation portfolios including Global, International and Small Cap sector rotation strategies, as well as a complimentary Income portfolio.

The BCM Sector Rotation Flagship Series featuring SSgA SPDR® Sector ETFs strategies invests primarily in the SSgA Select Sector SPDR® ETFs and typically re-balance on a weekly basis. Fact sheets are listed below. Fact sheets are listed below. Fact sheets are listed below. Fact sheets are listed

BCM U.S. Sector Rotation  |  BCM Diversified Equity  |  BCM Growth  |  BCM Moderate Growth

The BCM Sector Rotation Monthly Series featuring Fidelity Sector ETFs invest primarily in the Fidelity® sector ETFs and typically re-balance on a monthly basis. The Fidelity Sector ETFs have the lowest embedded expense ratio and trade commission waived* at Fidelity and National Financial Services (NFS). Fact sheets are listed below.

BCM U.S. Sector Rotation (Monthly)  |  BCM Diversified Equity (Monthly)  |  BCM Growth (Monthly)  |  BCM Moderate Growth (Monthly)

*This does not apply to Asset Based Pricing programs; not all broker dealers may participate. Fidelity and iShares may change their policies at any time.

The BCM Advantage Series featuring Fidelity Sector ETFs invests primarily in the Fidelity sector ETFs and typically re-balance on a weekly basis. The Fidelity Sector ETFs have the lowest embedded expense ratio and trade commission waived* at Fidelity and National Financial Services (NFS). Fact sheets are listed below. The BCM U.S. Smart Beta Sector Rotation strategy seeks to provide additional return by using smart beta (factor or multi-factor) ETFs. The BCM investment team selects smart beta ETFs that our research shows working well with our rules-based system. The goals are to extract additional returns (over traditional, market weight sector ETFs) during bull markets and to let our system protect from large losses during bear markets. The Fact Sheet is listed below.

BCM Advantage U.S. Sector Rotation  |  BCM Advantage Diversified Equity  |  BCM Advantage Growth  |  BCM Advantage Moderate Growth  |  BCM U.S. Smart Beta Sector Rotation

*This does not apply to Asset Based Pricing programs; not all broker dealers may participate. Fidelity and iShares may change their policies at any time.

BCM Decathlon Tactics Strategies

The BCM Decathlon Tactics portfolios are global, tactical, asset allocation strategies. They invest using a defined pool of ETFs representing virtually all accessible asset classes. These are growth strategies that seek to reduce portfolio volatility and maximum drawdown, while allowing the investor to select their desired level of risk.

BCM Paradigm Strategies

The BCM Paradigm strategies use factor investing with a rules-based approach to portfolio construction in an attempt to create alpha (attractive risk-adjusted returns).