“You must love what you do, who you
do it with and who you do it for.” 

– David Haviland, Managing Partner and Portfolio Manager 

Our mission statement:

BCM delivers innovative, rules-based growth strategies to financial professionals, institutions and individual investors. Building on the cornerstones of trust, passion, research and education, we focus our business activities and the execution of our strategies on providing financial and emotional sustainability for our clients. We are devoted to maintaining and growing our customers’, employees’ and partners’ quality of life and empower all of our employees to carry out our mission.

Our Core Values


1. Clients always come first.

Your clients work hard to accumulate wealth so they can buy a home, afford to educate a child or comfortably retire. These life-changing events must be at the forefront of every decision we make as an asset manager.



2. Act with integrity.

Establishing your client’s trust can be more valuable than outperforming your benchmark. Trust is the cornerstone of all our relationships. We operate solely in the best interest of our clients, and yours, from investment decisions to trade execution, to vehicle selection in all we do.



3. Appreciate diverse perspectives. 

The BCM team embodies varying strengths, diverse experiences and different ways of thinking. We believe empowering each team member and collaborating provides the best outcomes. 



4. Innovate with a purpose.

We focus on creating and managing portfolios that specifically address pain points our clients experience using other types of investments. Addressing clients’ investment challenges was the genesis of BCM. 



5. Passion is power.

BCM’s mantra is that you must love what you do, who you do it with and who you do it for. Passion is the foundation on which BCM was built. 


What are you looking for?

We offer a range of strategies across asset classes and geographies, both as core and complementary for all account types including retirement.

Explore our Offerings