At BCAP, we partner with clients to establish and achieve financial goals through objective planning and management of investment assets. Our purpose is to help build and preserve your wealth through on-going investment management and the provision of value-added solutions for your financial decisions. Bottom-line, our success is not ultimately measured by performance statistics, but on your success in achieving your goals.

Our clients are individuals and institutions who expect excellence and have made a firm commitment to achieving it. They are people looking for a professional advisor, not a sales representative or broker. Generally, BCAP clients have no desire to manage their financial affairs on a daily basis, want to simplify their lives, and are willing to enter into a mutually beneficial long-term relationship.

Partners who listen and help you define, quantify and prioritize goals
Unbiased service and independent advice not tied to selling a financial product
Advice from educated, credentialed and experienced advisors
Attentive, personalized service
Long-term mutually beneficial relationship