How We Help Maximize Returns

“Great investing requires both generating returns and controlling risk. Recognizing risk is an absolute prerequisite for controlling it.”

– Howard Marks

Helping You Reach Your Financial Goals

Do you feel very confident you can reach your financial goals?
56% answer yes with a formal investment strategy and financial plan.
17% answer yes without a formal investment strategy and financial plan.

Skills, Knowledge and Expertise

8 Firm Members: 2 MBAs, 1 MAcc, 2 CFPs, 1 CFA Level III Candidate, 1 JD, 1 CPA

GIPS Compliant. Morningstar Rated.

Communication is Key

“If you can’t explain it simply, you don’t understand it well enough.”

–Albert Einstein

“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 Portfolios provide 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, you will be prepared for nearly any financial issue that arises. We are here to help you play “defense” 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 ways 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.

Firm Founded

Team Members

Million Dollars in Firm Assets

Skills, Knowledge and Expertise That You Need

Our 30 plus years of our team’s expertise includes two Master of Business Administration degrees, one Master of Accountancy degree, two Certified Financial Planners (CFP®), a Certified Public Accountant (CPA) and a Juris Doctor degree. We are only 1 of 3 firms in Louisiana, and 1 of only 1655 in the world that report our investment performance in compliance with the Global Investment Performance Standards (GIPS). In addition, our All-Weather portfolio strategies are tracked monthly by Morningstar, an independent rating service.

Communication is Key

Clarity and clear communication is the key to successfully reaching your goals. BCM Advisors utilizes varies ways to keep you informed including blogs and Advisor Insights events. Additionally, we are always available to our clients via email or phone and we are happy to have you stop in 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.

BCM Blog

The Goals-Based Planners

The All-Weather Investors

BCM Advisor Insights

We invite you to contact us to learn more.

Schedule an appointment or call to talk shop.

ABOUT US

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.

CONTACT US

1018 Harding Street,
Suite 104
Lafayette, LA 70503

P: (337) 233-7758
F: (337) 233-9193

info@bcm-advisors.com