Risk managed. Capital preserved. Growth realized.

The Best Way For You to Achieve Success

You have probably heard from various sources about the “best” way to invest. Here’s the truth. The “best way” is for you to be provided with a plan that generates consistent success over the long term. The “best way” is for you to be provided with a portfolio that you can live with through the ups and downs of life (and the volatility of financial markets). The “best way” is for you to trust proven professionals like the team at BCM who will always focus on your best interests – and nothing else. With BCM, you can always be sure we’ll take care of your portfolio as we would our own.

BCM Market Risk Model™

The BCM Market Risk Model™ is a critical component that helps guide our investment process. It incorporates current financial, economic and monetary data to formulate an objective assessment of financial market risks, given where we believe we stand in the market and business cycle.

The Risk Model helps us determine where we might stand in the market cycle. This cycle outlook helps guide our allocation decisions.

BCM All-Weather Balanced

The BCM All-Weather Balanced Strategy seeks to achieve equity-like returns over full economic cycles, with lower volatility than a fully invested equity portfolio. The strategy is implemented utilizing index funds and ETFs with low turnover and serves as a core component of a diversified moderate asset allocation portfolio. Constructed with both a Strategic Core and Tactical Allocation to stocks and bonds. These allocation decisions are guided by BCM’s analysis of where we stand within the general market and business cycle at any point in time.

BCM All-Weather Growth

The BCM All-Weather Growth Strategy seeks to outperform equity markets over full economic cycles, with lower volatility than a fully invested equity portfolio. The strategy is implemented utilizing index funds and ETFs with low turnover and serves as a core component of a diversified moderate asset allocation portfolio. Constructed with both a Strategic Core and Tactical Allocation to stocks and bonds. These allocation decisions are guided in part by the cycle of the BCM Market Risk Model.

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