Applying our passion for investing to help our clients achieve their goals.
Our mission statement:
To create the investment products we want to invest in ourselves. We are an employee-owned firm with a passion for investing that seeks independent thinking and diverse voices and values scholarship, creativity, teamwork, and entrepreneurship. We aim for best-in-class business practices, whether in creating algorithms or providing customer service, as we work in partnership with our clients to achieve their financial goals.
Our Core Values:
1. Clients always come first.
People work hard to accumulate wealth so they can buy a home, afford to educate a child or comfortably retire. Embracing the importance of these life-changing events must be at the forefront of every decision we make as an asset manager.
2. Act with integrity.
Establishing a client’s trust can be more valuable than outperforming your benchmark. Trust is the foundation of all our relationships. We operate in the best interest of our clients in all that we do, even when no one is watching.
3. Inspire diverse perspectives.
The BCM team embodies varying strengths, diverse experiences and different ways of thinking. We believe empowering each team member and collaborating provides the best outcomes.
4. Innovate with a purpose.
We focus on creating and managing portfolios that specifically address pain points our clients experience using other types of investments and strive to develop and deliver superior financial products to improve investor outcomes.
5. Passion is power.
BCM’s team is made up of experienced investment professionals that thrive on helping advisors and their clients achieve their investment goals. We are passionate about playing a role in helping investors achieve financial stability and freedom.