Broker Check

Our Services + Fee Structure

We create a customized, dynamic fiscal approach that caters to your specific wealth management goals via portfolio management, retirement planning and frequent communication. 

<b>Information we review to select your investments:</b>

Information we review to select your investments:

  • Risk Tolerance
  • Current Finances
  • Career
  • Family
  • Age
  • Retirement and Investment Goals
  • Investment Time Horizon
  • Investment Knowledge
<b>Strategies we use to build and manage your portfolio:</b>

Strategies we use to build and manage your portfolio:

  • Stability – A globally diversified portfolio.
  • Insight – A pulse on the stock market and investor sentiment.
  • 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 are paid a percentage of the assets we actively manage for you.

 

You win, we win. Deducting a percentage of the amount you’ve entrusted BAM with means we’re in this together.

Our fees are directly deducted from your investment account.



Your goals are our goals.  Let us show you how we approach partnership and how we take your investments personally.

Objective + Values

We are an active alliance with years of experience, research and plain love of the markets and their history. The past helps us guide your future.

Tech Partners

All of your information is strictly confidential and your peace of mind is our top priority. We constantly monitor, analyze and implement the latest policies so that you can feel confident that your information is safe and secure.

Privacy + Security

We understand that selecting and starting with the right wealth manager is an important decision, that’s why we’ve formed a seamless point of entry so you can start on the path to success straight away.

Quick Start

Have a question? Ask away.

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