How we are different

We are…

 

Fiduciaries.

Your best interest is our only interest.  

 

Avid advocates of our investment philosophy.

We’ve spent 30+ years developing our proprietary BCM Market Risk Model™ and streamlined our process into two portfolio options. 

 

Life-long students of investing & ferocious learners.

We’re not ashamed to say our golf games are terrible (to your advantage).

 

Steadfast in our approach to investing.

Check out our newsletters from past years. You’ll see what we mean.

 

One of the few 100% fee-only firms in South Louisiana.

We don’t sell any products, which means we aren’t influenced by anyone or anything but what matters - our clients & our investing philosophy. 

 

Our approach and results speak for themselves.

Upwards of 98% of current clients were referred by existing clients. We love our clients and our clients love us.

 

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