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 Commentary, Research and White Papers

BCM produces quarterly market updates, strategy commentary and periodic research. If you have any specific topics you would like us to research and report on, we would like to hear from you! Click here to submit a topic or provide feedback.

Commentary

BCM 2Q19 Market Commentary and Strategy Update

BCM Quarterly Update Call - Sector 7.18.19

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 below. Fact sheets are listed below.     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 Fixed Income Strategies

BCM offers a series of fixed income strategies that each use a different approach to risk management and all focus on growth, yield and defense. Whether you are looking for tactical or dynamic, quantitative or fundamental management, we have options for you and your clients that will seek to pay on and preserve their capital.

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). We offer BCM Paradigm Tactical Factor Selection and BCM Paradigm Tactical Fixed Income.

BCM DynamicBelay® QDIA Target Date Collective Investment Funds (CIFs)

The primary objective of investing for retirement is to grow assets over time. This requires participation and diversification, while still focusing on large loss avoidance. The BCM DynamicBelay™ TDFs seek to achieve this by combining tactical and strategic management to invest across multiple geographies and asset classes.