Welcome to Billead Capitol Management

Billeaud Capital Management, Inc. (BCM) is an SEC-registered investment advisor managing more than $230 million of client assets. We separately manage investment portfolios for individuals, retirement plans, corporations, trusts, and foundations using highly diversified portfolio strategies that invest in a wide range of asset classes including U.S. and international equities and fixed income, REITs, gold, currencies, and commodities. Learn more about our proprietary risk model and investment approach.

Fiduciary Relationship

As an independent investment advisory firm, investment decisions are made with our fiduciary responsibilities to clients in mind. Our fees are based on assets under management rather than on commissions. This structure ensures that our rewards are ultimately aligned with our clients’ best interest: managing risk and growing assets. It also provides our clients with the assurance that their portfolios are managed objectively, with an integrity unclouded by compromising incentives.

Investment Philosophy

We design and implement economically-diversified investment portfolios across markets and investment categories – coupled with BCM’s active risk management. Our objective is to construct investment portfolios that achieve above average, positive returns over a complete economic and financial cycle. We attempt to accomplish this objective by realizing competitive results in extended strong markets and relative out performance in difficult markets. For more information, please continue to our Investment Approach page.