Broker Check

We cater to your specific goals with a customized investment strategy, active portfolio management, and financial education.

We build and manage your portfolio with expertise and experience.


Market Cycles  A deep understanding of the stock market cycles that have affected investment returns for the past 100 years.

Psychology of the Market  How investor sentiment changes and drives stock market movements.

Investment Selection  Continuously researching the 10’s of thousands of investment options to find the ones with the right metrics.

Portfolio Creation  The selection of 20 – 30 investments that work together to maximize diversification and reduce risk.

Innovation  Searching for new investment trends and newly created investment products.

Performance  Knowing when to aim for higher investment returns and when to be conservative.

Savvy  Tried and true investment approach accompanied by innovative tactics with the goal of higher returns.

We believe an informed client can achieve higher investment returns while having peace of mind.

We keep you informed on topics that matter most to your portfolio.


Weekly Market Insights  We go much deeper than just rehashing what happened in the financial markets. We analyze what’s moving the market, what may come next, and how this affects your investments.

    Informative Newsletters  We discuss a specific area of the financial markets that is making headlines or different ways to diversify your investments and create more wealth.

BAM Blog  In case you missed anything in your inbox, you can catch-up on all of our Market Insights and Newsletters on our Blog.

We founded BAM on several core values to guide how we work with clients and grow our business. Let us show you how we take your investments personally.


We work with industry-leading technology partners to ensure security and efficiency. You have 24/7 access to your accounts with our mobile apps.


You win, we win. As a fee-only investment advisor, we charge a percentage of the amount you’ve entrusted us to manage and there are never any out of pocket fees.


We understand that working with a new investment advisor can be daunting. We’ve created a simple and streamlined process to get you started.

Quick Start