NEW! – 5 for 5 Video Series
Our 5 for 5 series covers 5 key elements of an important financial topic. Join us as Montgomery Gossen, George Holland, Jonas Lowery, and Erin McMenemon guide you through insurance, cash flow strategies, retirement, and overall happiness. Take a few minutes to listen and learn how you can create a 5-star financial plan by learning about 5 key points.
“What good is a great investment plan if you can’t stick with it through thick and thin? The best portfolio for anyone is one they can live with.”
– Bo Billeaud
How We Help Maximize Your Returns
When it comes to reaching your financial goals, you need a structured, disciplined plan you can stick with for long-term success – and that’s exactly what you get with BCM Advisors. Our All-Weather Portfolio provides you with a strategy that is process-driven, time-tested and does not hinge on current events, market scares or emotional reactions. With BCM Advisors, we will deliver clear direction and help you stick with your plan to achieve positive results that so many of our clients have over the years.
Thinking about the best use of your financial resources and having a solid plan that you can live with is our approach to help you maximize returns. We all know in life we can face many ups and downs. At BCM, we are here to help you prepare for against life’s unexpected events.
Helping You Reach Your Financial Goals Through a Disciplined Approach
If planning against life’s disruptions is good “defense”, then finding the best way to use your resources is good “offense.” We’ll help you identify and understand how to use your financial resources to your greatest advantage. Perhaps you could benefit from taking your Social Security payments earlier or later? Maybe paying off your mortgage right now could save you a lot of money down the line? The point is, when you choose BCM Advisors, you get Viewpoint Planning to find better ways to make the most of your unique financial resources.
Million Dollars in Firm Assets
Skills, Knowledge and Expertise That You Need
With 30 plus years of our team’s expertise includes two Master of Business Administration degrees, one Master of Accountancy degree, one Chartered Financial Analyst (CFA®) charterholder, two Certified Financial Planners (CFP®), a Certified Public Accountant (CPA) and a Juris Doctor degree. We are one of only three firms in Louisiana (and one of only 1655 in the world) that report our investment performance in compliance with the Global Investment Performance Standards (GIPS). Additionally, our All-Weather portfolio strategies are tracked monthly by Morningstar, an independent rating service.
Communication is Key
Clarity and clear communication are the keys to successfully reaching your goals. BCM Advisors utilizes various ways to keep you informed including blogs and Advisor Insights events. Additionally, we are always available to our clients via email or phone and are happy to have you stop by for an in-person meeting. We strive to operate at the highest level in our field and can probably answer most questions regarding your financial needs. If not, we have a network of outside professionals that we can call upon to help with your needs.
Long-Term Care has become a focal point for both pre-retirees and retirees alike as health care costs and longevity continue to rise, presenting a twofold threat to a sound retirement. To help prepare, below is a link to a presentation I had the pleasure of...
Several years ago, we formulated a few investment principles that defined our approach to the investment markets. In revisiting this particular flyer from years past, I was struck by just how relevant they continue to be. While our approach to investing has evolved,...
Diversification. Harry Markowitz (a Nobel Prize-winning Economist) called it “the only free lunch in investing”. Why, then, when clients ask if it’s wise to have multiple financial advisors, do we recommend against diversifying who is managing their portfolio? Here...
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Schedule an appointment or call to talk shop.
BCM Advisors, LLC is an independent investment advisory firm focused on risk-managed, balanced portfolios, with a goal of successful capital growth and wealth preservation.
1018 Harding Street,
Lafayette, LA 70503
P: (337) 233-7758
F: (337) 233-9193