Access BCM’s ETF-based solutions through Fidelity’s Wealth Advisor Solutions (WAS®) Referral Program.

Beaumont, as a wealth manager, has been participating in the Fidelity WAS Referral program since its origin in 1994. In 2009, Beaumont Capital Management (BCM), our ETF strategist division, began offering investment strategies that seek growth and large loss avoidance in bear markets.

As a firm, we believe there is often a disconnect between an investment manager’s view of risk and that of the investor. It’s safe to assume that all investors share a common goal – to avoid losing a lot of money. This is at the core of Beaumont’s investment philosophy, which is to deliver solutions that seek to avoid large portfolio losses. We seek to align our portfolios with the risks that are most important to investors and offer solutions to meet the needs of virtually any type of investor.

Fidelity Representatives

As an investment advisor, you have the opportunity to bring unique, differentiated investment solutions to your clients. Our roots are in wealth management, so we analyze the markets and manage money through the lens of an advisor. Whether you are looking for core strategies to build an asset allocation, or diversified total portfolio solutions for your clients, BCM can help you and your clients.

Click here to get in touch with a BCM representative.

Investors

Every investor has their own financial objectives and investment needs. As a Fidelity WAS® client, you have the opportunity to work directly with your Fidelity Representative to determine your investment goals and risk tolerance. Whether you determine that a tactical growth manager that focuses on large loss avoidance would benefit your portfolio, or that you need help with comprehensive planning and account management, our relationship managers are here to help you select the investment(s) and services that best suit your individual needs and circumstances.

Click here if you would like to be contacted by a BCM relationship manager.

 

Accessible and Comprehensive Investment Solutions

We offer a variety of investment solutions, suiting the needs of virtually any type of investor. All BCM strategies focus on two primary objectives:

  1. Provide growth when markets are healthy.
  2. Seek to shield investor portfolios from large bear market losses.

Learn more about the BCM Strategies:

BCM Sector Strategies

The BCM Sector Suite of strategies includes:

BCM’s Core Sector Equity strategies: Provides exposure to the U.S. or Global equity sectors through a rules-based process that uses cash as a defensive mechanism in times of market failure.

BCM Diversified Portfolios: uses the U.S. core sector rotation portfolios and adds allocations to international equity, global macro equity and high quality fixed income.

To learn more about BCM’s Sector strategies, click here.

BCM Decathlon Tactics Strategies

The BCM Decathlon Tactics Strategies use a quantitatively-driven system that focuses on reducing volatility and maximum drawdown. There are 3 levels of risk that you can select from. The strategies can invest in any asset class depending on current market environments, and are always seeking the best opportunities for return around the globe.

To learn more about BCM’s Decathlon Tactics strategies, click here.

BCM Paradigm Strategies

Smart Beta Pursuing Alpha™
The BCM Paradigm Strategies use a quantitatively-driven process to identify when each ETF in the selected investment universe is in a “volatile” or “normal” period relative to its long-term history. The portfolio excludes ETFs determined to be volatile, and invests in the ETFs that are determined to be normal. This is offered in both Equity and Fixed Income strategies.

To learn more about BCM’s Paradigm strategies, click here.

BCM's Retirement Solutions

Saving for retirement is more important than ever. Too many American’s have little or no savings, and we no longer can rely on social security. We offer Retirement Solutions that help you save intelligently through the ability to get defensive in both equity and bonds. Learn more about our Retirement Solutions for qualified 401(k) plans.

To learn more about BCM’s Retirement solutions, click here.

BCM Fixed Income Strategies

BCM now offers 3 distinct Fixed Income strategies that all seek to get defensive if bond markets go into a period of failure. Given the uncertainty around interest rates, it is important to be prepared for a bond bear market. Each uses a different process for managing risk and have different methods for getting defensive, so you can select which one best meets your needs.

To learn more about BCM’s Fixed Income strategies, click here.

Wealth Management Services

Beaumont provides customized wealth management services in addition to our ETF strategies. This includes investment management, financial and estate planning, business and benefit planning, tax planning and preparation, consolidated statements and review, and 401(k) plan consulting. Contact a representative to learn more about these services.

To learn more about Beaumont’s Wealth Management Services, click here.

Meet our relationship managers. 

Our relationship managers take the time to understand your individual needs and financial circumstances to ensure they recommend the best solution to help you reach your goals. Whether that is to buy a home, educate your children or prepare for retirement, we have a solution that can help.

Our relationship managers are supported by a team of research analysts, investment committees and traders always seeking to make decisions that are in your best interest.

To have a relationship manager contact you, click here.

 

Dan Jacob

P: (781) 400-2835

E: djacob@investbcm.com

Read Dan's Bio

Dan is a Relationship Manager for Beaumont. Since joining the firm in 2005, Dan’s responsibilities include client relationship management, investment committee member and nontraditional security analyst.

Dan has been in the financial services business for over twenty one years. He entered the investment management business in 1995 with Fidelity Investments. He spent most of his time in Fidelity’s Back Bay Investor Center as a Financial Consultant working in Fidelity’s Private Wealth Management Group.

Dan graduated cum laude from the Isenberg School of Management at the University of Massachusetts at Amherst where he received his BBA in finance and operations management. He holds the Series 65 securities license as well as life, accident and health insurance licenses. Dan is a member of the Boston Estate Planning Council and is a founding member of the Forward 4 Tobi Foundation which provides financial support to patients suffering from metastatic breast cancer. He resides in Sudbury, MA with his wife and three children.

Chuck Garabedian, MBA, CFS

P: (781) 400-2813

E: cgarabedian@investbcm.com

Read Chuck's Bio

Chuck is a Relationship Manager for Beaumont. Since joining the firm, Chuck’s responsibilities include client relationship management, financial planning and mutual fund analyst.

Chuck has been in the financial services business sine 1986. Chuck’s experience includes 17 years with Fidelity Investments including Vice President positions in the Fidelity Money Management Group and the Product Planning and Development Group within the Personal Investments Division.

Chuck is a graduate of the University of Massachusetts at Amherst with a major in economics. He also earned an MBA from Suffolk University’s Sawyer School of Business. He holds the Series 66 securities license, as well as his Certified Fund Specialist (CFS) designation.

Peter Girard, CFP®

P: (781) 400-8231

E: pgirard@investbcm.com

Read Peter's Bio

Peter is a Relationship Manager for Beaumont. Since joining the firm, Peter’s responsibilities include client relationship management, financial planning, charitable gift consulting, and income planning.

Peter has been in the financial services business since 1994. He began his career at Gruntal & Co. Inc. as a Registered Representative. Peter joined Fidelity Investments in 1997. He spent time in their Institutional Services and Brokerage divisions prior to becoming a Financial Planning Consultant in Fidelity’s Back Bay Investor Center.

Peter graduated from Assumption College where he majored in economics and minored in both finance and accounting. Peter has been a CERTIFIED FINANCIAL PLANNERTM Professional since 2003 and holds his Series 66 securities license as well as life, accident and health insurance licenses.

Bob Alimena, CFP®, MBA

P: (631) 875-4362

E: ralimena@bfpartners.com

Read Bob's Bio

Bob’s responsibilities include client relationship management, retirement planning, tax and estate planning. Bob also serves as a member of the Beaumont Investment Committee and currently works out of New York.

For over a decade Bob has been working with individuals and families to identify and acheive their financial planning and investment goals. Bob’s experience includes working as a Wealth Manager with both Manning & Napier and USAA and, prior to rejoining Beaumont, working with NYC based investment firm Gerstein Fisher. He earned his Bachelor’s degree in Economics from SUNY Geneseo and MBA from Rochester Institute of Technology. Bob is a Certified Financial Planner and a member of the Financial Planning Association.

Adam Wojtkowski, CFP®

P: (781) 400-2838

E: awojtkowski@investbcm.com

Read Adam's Bio

Adam is a Relationship Manager for Beaumont. Since joining the firm, Adam has been responsible for client education, account management and retirement planning for existing and prospective clients. He works closely with Fidelity’s Wealth Advisory Solutions Referral Program (WAS®), as an initial point of contact for prospective clients. Adam also provides ongoing communication to current clients regarding market and economic commentary and portfolio updates.

Adam has been in the financial services industry since 2003. He started as a representative at Mutual of Omaha and spent most of his career prior to Beaumont at Fidelity Investments working primarily in retirement planning services. For seven years, he assisted clients on identifying their retirement goals and finding the appropriate investment solutions. With a strong history of retirement planning, Adam has become well versed in product knowledge and maintaining a goals-based approach to all client situations.

Adam is a graduate of Assumption College where he majored in Accounting. He became a CERTIFIED FINANCIAL PLANNERTM Professional in 2010 and an IRS Enrolled Agent in 2015.

Adam married his wife in 2012 and they welcomed their first child in October of 2015. Adam spends his free time watching and playing sports, particularly basketball.

Rob Schneider, CFP®,MBA,CMT

P: (281) 655-3352

E: rschneider@investbcm.com

Read Rob's Bio

Rob is the Regional Sales Manager for Beaumont. Since joining the firm in 2013, Rob has been responsible for managing the office in Houston, Texas along with overseeing relationship management, financial planning and business development involving clients.

Rob has been in the financial services industry since 1988. He started his career on the trading floor of The Chicago Mercantile Exchange and The Chicago Board of Trade. Rob worked for Morgan Stanley Dean Witter in Dallas before joining Fidelity Investments, where he worked for 17 years. At Fidelity, Rob held several vice president positions as a branch manager and regional brokerage consultant, and later worked as a financial planning consultant. With a strong history of helping advisors solve for time, growth and capacity challenge, Rob has become well versed in product knowledge and providing professional insight.

Rob is a graduate of Indiana University where he majored in Business. He also earned an MBA from The University of Illinois in Chicago. Rob is a CERTIFIED FINANCIAL PLANNER™ Professional and a Chartered Market Technician (CMT).

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