Our Story About Us
BCM is a fee-based, discretionary money manager. We sell no investment products whatsoever that carry the baggage of a conflict of interest between you – the client – and us. No annuities, no insurance policies, no private offerings or REITs, nothing. Period.
We are hired by you to act as your investment manager. We are fiercely independent and take our fiduciary responsibility to clients seriously. That is exactly how we approach our management charge. We are experienced, focused, disciplined, and always accessible to you, our clients.
Regarding the mechanics of working with BCM, client accounts are established at a third party custodian. We never take possession of any client money. The custodian sends monthly statements and trade confirmations directly to clients, and online access to account information is readily available. We are simply authorized (by you) to direct the investments within your account, in accordance with your risk profile and life circumstances.
We report to you quarterly. This report includes a client letter, performance reports, and a billing statement. Our management fees start at an annual rate of 1% and declines on a tiered basis for larger accounts. Our fees are charged in arrears, are prorated, and there are no upfront or backend charges.
We believe we have something of real value to offer to risk-conscience, long-term investors. If you have $250,000 or more of investment assets, we invite you to contact us for more information on how we might be of service to you.
JOSEPH S. BILLEAUD
JOSEPH S. BILLEAUD (“Bo”) is the founder and president of Billeaud Capital Management, Inc. Joseph earned a BS in Chemical Engineering from the University of Louisiana at Lafayette in 1979 and spent fifteen years working as a petroleum engineer with Chevron USA and Apache Corporation. During this fifteen year period, he developed the market risk-control models that he used to initially guide and manage his personal investments, as well as those of family and close friends. In 1986, he established BCM. Word-of-mouth endorsements and organic growth resulted in Joseph being able to effect a formal career change in 1996. Since that time, he has guided BCM’s growth from its humble origins of a one man shop managing roughly $6 million dollars to an established and respected firm now managing more than $300 million dollars for individual, corporate, trust, retirement and 401(k) accounts.
GEORGE W. HOLLAND, IV
GEORGE W. HOLLAND, IV joined Billeaud Capital Management in 2009. Having started in the investment business in 1989, he has provided independent investment and financial advisory services to clients throughout his career. George has held management positions at an independent trust company and a broker dealer/investment advisory firm, in addition to running his own investment advisory business. George earned a B.A. degree in Economics and a Masters in Business Administration from Louisiana State University.
HILLE DOMINGUE assists Billeaud Capital Management in matters of compliance, administration and research. Hille is an accounting graduate of the University of Southwestern Louisiana (now University of Louisiana at Lafayette), and a law graduate of the Louisiana State University Law School. After 15 years of private practice as a CPA and an Attorney, Hille served as President and Chief Operating Officer of a regional publication company until it was sold to Thomson Corporation. Since that time, Hille has been involved in a number of business projects as an investor, as part of management, and as a consultant.
MONTGOMERY C. GOSSEN
MONTGOMERY C. GOSSEN joined Billeaud Capital Management in 2016 as an Investment Adviser Representative. Montgomery earned a B.S. in Agricultural Business from Louisiana State University in 2011. Before joining Billeaud Capital Management, Montgomery worked in Accounts Receivable for Sysco Louisiana Foods in Houston, TX and as a Client Advocate at Advent Software, a financial reporting software firm based in Jacksonville, FL. During his time with Advent Software, Montgomery served many roles and assisted financial advisory firms across the country. He is currently pursuing the Certified Financial Planner designation.
MADISON E. BERRIO
MADISON E. BERRIO joined Billeaud Capital Management in 2015 in client service and operations, after having worked for her father (George Holland) on a part-time basis while attending the University of Louisiana at Lafayette. She graduated Magna Cum Laude from ULL in 2014 with a degree in General Studies.