And so are you.
We develop a unique strategy and benchmarks tailored to your specific goals. Not one co-opted from another client. And then we closely manage your account daily.
A COMPLETE PORTFOLIO
From taxes to pensions to investments to asset protection, we’ll manage your complete portfolio with advice that evolves as the investment landscape and your objectives change. And with our fiduciary status, there are no fees. And no bias when selecting investments.
CORe FRAMEWORK PROCESS™
Our patented five step CORe process allows us to create a personal economy tailored exclusively for you. And present opportunities you didn’t even know existed.
The Steps to Success
A mutual process to make sure our services align with your goals.
- Gather data
- Capture values and goals
- Determine services needed
2. Gaps and Opportunities
We identify a path for your financial remodeling.
- Create wealth snapshot
- Assess tax returns
- Analyze portfolio
- Identify liability exposure
3. Strategy Recommendation
We present a sophisticated strategy for investment management, enhanced wealth and asset protection.
Your BCP advisory team secures your assets and reconstructs your personal economy in the most tax-efficient manner possible. Then we implement the plan.
5. Manage Performance
To make sure we hit your goals, we consistently review your investment allocations and make adjustments as needed.