Investment Management

We believe…

Successful investing can be achieved by applying active risk management within portfolios that are economically balanced across different non-correlated asset classes. It is not the selection of individual securities that matter over the long run – it is the broad allocation decision.

A disciplined application of investment philosophy and strategy over the long-term greatly increases your chances of success.


We do this by…

First, by formulating an optimal mix of components that have a variety of risk & and return characteristics (i.e. stocks, bonds, precious metals, cash). Index funds and ETFs are our preferred investment vehicles.

Next, by actively managing risk through the use of our proprietary advantage: the BCM Market Risk Model™…


BCM Market Risk Model™

The BCM Market Risk Model™ is the foundation of the investment process. It incorporates current financial, economic and monetary data to formulate an objective assessment of financial market risks.

The Risk Model signals determine whether the Outlook is Favorable or Unfavorable, and therefore drives the Tactical Allocation decisions.

 


Our Strategies

The intersection of our economically-diversified portfolio design & and the outlook of the BCM Market Risk Model™ results in our BCM Tactical Strategies shown below. Based upon your risk tolerance, time horizon and other individual circumstances, we will agree upon one or both of our strategies. We also offer a Values-Based version of our strategies that allow investors to avoid companies which are involved in certain issues they find objectionable.

Select one of the following to learn more…